Manager, AS Service (IC)

The Charles Schwab Corporation; Westlake (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

The Charles Schwab Corporation is seeking an AS Service Relationship Manager to deliver dedicated service to top-tier RIAs, understanding their business needs and supporting them to manage their firms and goals.

You will maintain strong internal partnerships, manage advisor relationships, communicate policy changes, and help drive adoption of Schwab tools while proactively addressing risk. Some travel may be required to meet clients in person.

Qualifications

• Ability to deliver excellent client service and resolve problems proactively.
• Strong relationships with clients and internal partners to support growth.
• Superior communication, presentation, and interpersonal skills.
• Deep knowledge of Advisor Services products and policies.
• Ability to identify and mitigate risk through proactive solutions.

Responsibilities

• Manage workflow and projects for primary advisor relationships in a fast-paced team environment.
• Maintain strong communication between internal partners, including sales and leadership.
• Grow existing client relationships by influencing positive change and communicating policy changes.
• Demonstrate understanding of Schwab tools and drive adoption with solutions.

Skills

Relationship management

Communication skills

Problem solving

Presentation skills

Teamwork

Analytical skills

Travel readiness

Initiative & process improvement

Education

FINRA Series 7, 63

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Your Opportunity

In Advisor Services we have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals.

Our AS Service Relationship Managers provide dedicated service to our top-tier advisors. We put our Premium advisors at the center of everything we do. AS Service Relationship Managers have a deep expertise and understanding of their advisor’s business that allows them to provide a dedicated level of service.

What you are good at

• Manage workflow and projects of your primary advisor relationships while providing superior overall relationship management service to our top-tier advisors 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 by influencing positive change in their operations, as well as communicating policy changes to them.
• Demonstrate superior 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 and set the strategic direction of the segment. Support and develop Service employees through New Hire assistance and mentorship programs to circulate knowledge and best practices.

What you have

• 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.
• Superior communication, presentation, interpersonal and listening skills.
• Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and teamwork.
• In-depth knowledge of Advisor Services products, services, complex subject matters, policies and procedures as well as demonstrated brokerage industry knowledge.
• 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 and quickly resolve potential risk situations with creative solutions including exceptions.
• Advanced technical skills with team-orientation and the ability to act as a resource for development of the team’s effectiveness. Advanced knowledge of Microsoft Outlook, Word, Excel and PowerPoint.
• Skill and experience in delivering professional presentations to both large and small groups.
• Flexibility to travel for client visits/events on a limited basis.
• FINRA Series 7, 63.
• Minimum of 3 years in Advisor Services preferred.
• Experience in Enterprise Group required.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration - so you can build the skills to make a lasting impact. 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