Manager, CS&S Core Service

The Charles Schwab Corporation; Town and Country (MO); Hybrid; USD 65,000 - 80,000; Full time

Job summary

The Charles Schwab Corporation in Missouri is seeking a Manager, CS&S Core Service (individual contributor) to deliver outstanding service to brokerage clients and guide them through available resources.

In this hybrid role, you will be the main point of contact for the team on complex call types including trading topics, employing Schwab tools to resolve issues and enhance the client experience while supporting your own professional growth and the development of peers.

Qualifications

• Active FINRA licenses required (Series 7/63).
• At least 18 months in brokerage/financial services, preferably call center.
• Proven track record of performance and client experience.
• Ability to de-escalate and resolve client issues proactively.
• Experience with Schwab platforms (ThinkOrSwim, Client Central, Service Desktop, MyQ, CXOne).
• Strong communication and independent work abilities.

Responsibilities

• Deliver exceptional service to brokerage clients and guide them through resources.
• Be the main point of contact for the team on complex call types, including trading topics.
• Collaborate with peers across the firm to improve client experience.
• Utilize Schwab platforms to support clients and resolve issues.

Skills

FINRA Series 7 & 63 licenses

FINRA Series 8 license

FINRA Series 9 & 10 licenses

Brokerage experience in call center

Job description

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role.

At Schwab, 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.

As a Manager, CS&S Core Service (individual contributor) in Client Service and Support, you will work directly with brokerage clients to deliver exceptional service and assistance walking them through available resources. In addition, in this position, you will be the main point of contact for the team to discuss complex call types, including trading topics. Due to Charles Schwab’s innovative investing approach, you will be able to develop skills both personally and professionally that will enhance the client’s experience while aiding in your career development and the development of your peers. Through your day-to‑day interactions, you will build relationships across the firm and through our community with clients, thus strengthening our inclusive culture.

What you have

Required Qualifications:

• Active FINRASeries 7 & 63 licenses.
• Active FINRA Series 8 or Series 9 & 10 licenses.
• Minimum 18 months prior experience of brokerage/financial services industry, preferably in a call center environment.
• Strong track record of performance.
• Consistency providing an exceptional client experience with the ability to anticipate and resolve problems proactively.
• Ability to ask appropriate clarifying questions to clearly understand the clients stated and unstated needs.
• Capacity to work independently while utilizing resources and systems available to provide clients a world class service experience.
• Experience with key Schwab platforms such as ThinkOrSwim, Client Central, Service Desktop, MyQ, CXOne, etc.
• Skillful in de-escalate techniques and experienced in handling difficult client conversations.

Preferred Qualifications:

• Ideal candidates will have experience in risk mitigation practices, policies, and procedures.
• Ability to articulate different communication styles when speaking to clients and peers.
• Excellent verbal and written communication skills to influence and build consensus as well as proven presentation skills.
• Positive attitude, enthusiasm, integrity, and strong work ethic.
• Collaborative and relationship focused work style with demonstrated success in a team environment and positively influencing others.
• Shift Flexibility

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 reimbursement
• Health, dental, and vision insurance