Charles Schwab · 1 day ago
Team Lead, AS Service
US-CO-Lone Tree
Full-time
Onsite
Mid, Senior Level
$67K/yr - $137K/yr
3+ years expCharles Schwab is an industry leader in providing custodial, trading, technology, and practice management to independent advisory firms. The Service Team Lead will provide leadership and oversight to a team of financial service professionals, ensuring superior service to investment advisors and supporting team development and performance.
Financial Services
Responsibilities
Working collaboratively with AS Team Managers, AS 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 AS Service Professionals 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 Advisor Services 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
Build a brand of leadership and influence across business segments and locations. Lead by example
Qualification
Required
Series 7 and 63 required
Series 9/10 or 24/4 required
Knowledge of financial services industry with minimum three years prior industry experience preferred, including service delivery, mentoring, and coaching and development
Preferred
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
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
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