Westlake, TX

Your Opportunity

Client Service & Support (CS&S) is the primary service and trading arm for Schwab Investor Services. CS&S provides service to our retail clients to fulfill our purpose of championing every clients goals with passion and integrity. The vision for CS&S is being engaged financial service professionals who inspire client loyalty by providing guidance and solutions to fulfill clients' needs. With a focus on employee development and collaboration, we help clients and employees reach their goals. CS&S builds loyalty with clients and employees one interaction at a time.

The CS&S Client Technical Support team responds to escalated technical inquiries from internal and external clients regarding online access and navigation of website, systems and accounts. Additionally, we support identity theft and fraud prevention typically related to online access attempts via our electronic channels. We assist in fully authenticating clients and protecting client and company assets. Our goal is to execute the balance of being productive and efficient while delivering outstanding customer service and first contact resolution.

Workplace Flexibility Program: We're proud to support our employees in a working approach that allows you to bring your best self to work whether thats in the office or remote.

• Most Schwabbies have the opportunity to voluntarily work in the office or at home based on their preference *

• Employees and managers can discuss and decide what works best for them, with additional flexibility available based on their role, business needs, and individual circumstances.

*Subject to change as Schwab is continually evaluating the current environment in order to best care for the safety and well-being of our employees.

What you are good at

The Client Technical Support Sr. Team Manager pursues our purpose and values through:

• Leading a team of 8-12 representatives who will assist internal and external clients with technical, client authentication, and identity theft issues.

• Creating an environment where all people can do their best work

• Setting team goals and vision and ability to take action to achieve those goals

• Effectively adopting changing business needs and guides employees through shifting priorities

• Being a role model and teacher of behaviors to efficiently solve problems and answer questions

• Having a keen focus on employee engagement, while balancing productivity and ensuring that their team delivers a memorable service experience that promotes client loyalty.

• Building your teams technical, authentication and identity theft expertise and Schwab product and service knowledge

• Ability to coach effectively in a diversity of ways to drive team results for client satisfaction, service quality and productivity aligned to department objectives

• Developing team members through coaching, career development mentoring, and motivational techniques

• Inspiring and modeling behaviors that enhance each client relationship

• Assessing and resolving escalated client issues at a moments notice, helping internal and external clients navigate Schwab products and services

• Effectively recognizing strategic business opportunities and seizing them

• Additional responsibilities include timely supervision, training, audit/compliance activities and total performance management

What you have

• Active NASD Series 7, 63, 9/10 (8) licenses required

• Ability to work a flexible shift, which may include early morning hours, late night hours, or weekend hours

• 3+ years of experience and thorough knowledge of the brokerage/financial services industry strongly preferred

• Strong operational and technical aptitude, with knowledge of Schwab proprietary client trading platforms such as Streetsmart Edge, Schwab.com, Streetsmart.com, Mobile, etc.

• 3+ years of supervisory/management experience preferred

• Demonstrated passion for providing client-centric solutions

• Positive demeanor, passion, professionalism and strong work ethic with high level of integrity and ethics

• Excellent verbal and written communication skills to influence and build consensus as well as proven presentation skills

• Strong leadership, motivational, and coaching skills with ability to get results and develop employees

• Proven experience working collaboratively, improving productivity, and implementing ideas

• Strong organizational and time leadership skills with a proven track record to concentrate efforts (and team efforts) on the most important priorities

• Track record of building high performing teams that deliver results regardless of circumstances

• Strong team player with proven experience in building trust and collaborative relationship with other managers and leadership in both departmental and cross departmental projects and initiatives

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at hometoday and in the future. Explore further ({apply below} .

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here ({apply below} to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at {apply below} or call

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TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at hometoday and in the future. Explore further ({apply below} is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here ({apply below} to see the policy.Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at {apply below} or call

.TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.