Team Lead, AS Service

The Charles Schwab Corporation; Phoenix (AZ); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) match

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health/dental/vision insurance

Job summary

The Charles Schwab Corporation in Phoenix is seeking an AWS Team Lead to guide a small team of financial service professionals and deliver world-class service to Registered Investment Advisors. You will partner with the Team Manager to set priorities, coach staff, and maintain service levels.

Responsibilities include mentoring junior teammates, escalating issues promptly, and collaborating with cross-functional partners to strengthen client relationships and drive performance.

Qualifications

• Minimum three years in financial services with service delivery, mentoring, and coaching experience
• Proven ability to provide client-centric solutions
• Strong communication, integrity, and work ethic
• Experience resolving escalations and building relationships

Responsibilities

• Lead and mentor a team of 10–12 financial service professionals
• Manage daily service levels and respond to escalations
• Collaborate with partners to deepen client relationships
• Represent Schwab to advisors and internal partners
• Foster leadership and career growth across the team

Skills

AWS

Team Leadership

Mentoring

Customer service

Communication

Financial services

Problem solving

Job description

Your Opportunity

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.

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.

As an AWS Team Lead, you will work with your Team Manager to provide superior service to our Registered Investment Advisors. It's this level of service that differentiates us from our competitors and serves as a sustainable competitive advantage.

Charles Schwab Advisor Services is the industry leader in providing custodial, trading, technology, and practice management to independent advisory firms. Our superior service coupled with access to sophisticated wealth-management tools help advisors attract and retain affluent clients, as well as increase profitably, compete in the marketplace, and succeed in their business efforts.

As a division of Advisor Services, our goal is to provide world class service that promotes the firm's Purpose to "champion every client's goals with passion and integrity." We foster an environment of engaged professionals, who inspire client loyalty through understanding and addressing client needs, personalizing every interaction, and valuing all clients and their time. Day-to-day, a Service Team Lead invests a majority of their time in supporting our Service Professionals daily interactions, mentoring new hires, Advisor interactions, and as a floor leader & resource. AWS leaders strive to empower their service professionals to own their careers and provide World Class Service with each interaction.

As an AWS Team Lead, you will provide leadership, management, and general team oversight in Advisor Services. You will be responsible for supporting10 -12financial service professionals. You will pursue our mission and values by:

• Working collaboratively with AWS Team Managers, AWS Team Leads, business partners, and leadership across the network to deepen client relationships and drive key business results.Teamwork is a critical to the success of our business.
• Manage daily service levels, respond to escalations, and resolve issues within scope of knowledge and authority to deliver optimal business results. Embracing an ownership mentality is essential.
• Developing AWS employees to help them become world class service professionals. People leadership that drives performance in a culture of accountability focused on key results.
• Representing Schwab to advisors and end clients, and AWS to business partners and vendors.
• Consistently interacting with service professionals to build employee loyalty, engagement, knowledge, and skills. Embracing a culture of curiosity and career growth.
• Builda brand of leadership and influence across business segments and locations. Lead by example.

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:

• Knowledge of financial services industry with minimum three years prior industry experience preferred, including service delivery, mentoring, and coaching and development
• Demonstrated passion for providing client-centric solutions
• Positive attitude, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics
• Excellent customer contact skills, superior follow-up and strong interpersonal, verbal, and written communication skills.
• Ability to effectively diffuse and resolve customer escalations that arise during day-to-day activities
• Responsive and partnership-oriented approach when working with key contacts in relationship management, operational services, workflow solutions, among other groups.
• Strong organizational skills with the ability to prioritize, delegate, and handle multiple competing priorities within established deadlines.
• Must be team-oriented with the ability to act as a resource for development of the team’s effectiveness.
• Strong knowledge and support of company initiatives, with the ability to influence others on your team to follow your lead
• Series 7/63 and 9/10 or 24/4 required

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