Manager, Core Service - Int'l Client Services

The Charles Schwab Corporation; Westlake (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Bonus or incentive opportunities

Job summary

The Charles Schwab Corporation is seeking a Team Manager, Core Service for International Client Services in Westlake, TX. You will coach and lead a multilingual team that supports clients via phone, chat, and email, with a focus on exceptional customer service and trading support.

The role requires FINRA licenses, extensive brokerage experience, and the ability to handle escalations in a fast-paced environment. Expect collaboration across Schwab teams and leadership responsibilities.

Qualifications

• FINRA Series 3,7,63,9,10 licenses required.
• 3 years of experience leading service teams
• 8 years of experience supporting brokerage clients
• 3 years of coaching professionals on EDGE skills
• Experience with Workforce Management tools and TOS knowledge
• Able to work 4:30pm–1:00am CT – Mon–Fri

Responsibilities

• Coach and lead a team of professionals supporting clients via phone, chat and email.
• Assist and develop staff in customer service and trading roles.
• Handle escalations and complex tasks with accuracy.
• Maintain strong client relationships across Schwab International and Domestic clients.

Skills

Team leadership

Coaching

Customer service

Multichannel support

Escalation management

Communication skills

Analytical skills

Risk awareness

Tools

Workforce Management tool

TOS knowledge

Job description

Your Opportunity

At Schwab International Client Services, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).

As a Team Manager, Core Service - International Client Services, you will coach and lead a team of professionals that supports clients mainly over the phone, but also multichannel professionals that will support clients via chats and emails. The team supports International and Domestic clients that wants to do business with Schwab in Spanish or Chinese. You will work in a collaborative, fast-paced environment, to assist and develop professionals with customer service and trading. The relationships that you create and uphold will have direct impacts as you aid our clients to “Own their tomorrow”.

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:

• FINRA Series 3,7,63,9, and 10 licenses required.
• 3 years of experience either as ATM, Team Lead, Manager supporting service teams
• 8 years of experience supporting brokerage clients
• 3 years of experience coaching professionals on EDGE skills
• Experience with Work force Management tool and TOS Knowledge
• Be comfortable taking escalations and handling complex tasks
• Be able to work from 4:30pm to 1:00am CT – Monday - Friday

Preferred:

• Preferably 5-10 years of Financial Services and/or Brokerage Services with an emphasis in trading, engaging with clients in a proactive and consultative manner.
• Be able to speak, read and write in Chinese or Spanish
• Passion for trading and market knowledge; ability to proactively discuss trading topics and appropriate solutions with clients.
• Comfortable taking escalations and working complex issues
• Excellent analytical skills with the ability to effectively mitigate risk and adhere to trading accuracy while adhering to policies, procedures, and guidelines
• Ability to establish trust and rapport with departments across Schwab
• Excellent interpersonal and written skills with a strong customer service focus are essential
• Resilience to help achieve client happiness in a fast-paced call environment
• Ability to identify potential risk situations and take action to mitigate risk in a timely and effective manner
• Initiative to create change through process improvement, training, and streamlining functions
• Ensure there is a plan in place to service your clients while out of the office
• Strong sense of ownership to support our clients through first call resolution while being efficient and mindful of time constraints on the client, peers, and business partners

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

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 reimbursementHealth, dental, and vision insurance