Manager, AS Service

heir clients are at the center of everything we do.

What you are good at:

• Manage workflow and projects of your dedicated advisor relationship while providing superior overall relationship management service to our advisors and their end clients in a fast paced, team environment.

• Maintain a strong band of communication between internal business partners, including sales and leadership.

• Manage and grow the existing relationship with your clients and influencing positive change in their operations, as well as communicating policy changes to them.

• Demonstrate understanding of features and benefits of Schwab tools, products and services in order to encourage adoption while offering solution-based service.

• Anticipate potential risk issues pertaining to all facets of the operation while presenting and implementing proactive solutions.

• Partner with all departments within Advisor Services to provide creative ideas and solutions that will benefit the business.

What you have

To ensure that we fulfill our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Minimum one year of customer service experience in an enhanced role within Advisor Services required. Comparable experience outside of Advisor Services considered.

• FINRA Series 7 and 63 or 66 licenses required. FINRA Series 9 & 10, or 24, preferred. Job level may depend on licensing.

• Bachelor's degree or equivalent work experience

• In-depth knowledge of RIA industry as well as demonstrated brokerage industry knowledge.

Preferred Qualifications:

• Attributes of an entrepreneurial self-starter; and have a proven ability to deliver excellent client service with the ability to anticipate and resolve problems under your own initiative.

• Ability to support positive relationships between the client and Schwab through fostering successful internal partnerships.

• Communication, presentation, interpersonal and listening skills.

• Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.

• Excellent relationship management skills including collaborating, influencing and negotiating. Demonstrated ability to problem solve, interact with individuals at various levels, and think on your feet.

• Initiative to create change through process improvements, training and streamlining functions.

• Strong analytical and organizational skills. Demonstrated ability to prioritize business needs and manage time effectively.

• Ability to identify potential risk situations and mitigate timely and effectively.

• Advanced technical skills with knowledge of Microsoft Outlook, Word, Excel and PowerPoint.

• Flexibility to travel for client visits/events on a limited basis.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

What's in it for you

At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance