Move Money Solutions within Operational Services is responsible for communicating with both internal and external Schwab clients via telephone and resolving inquiries regarding moving assets into, out of, and between Schwab accounts. We provide service to both retail investors and clients of independent advisors.
The Team Manager is a leader with passion towards executing as an elite member of a team of experts committed to the highest level of client happiness. The position requires a dynamic leader who can motivate, inspire and develop a diverse team responsible for performing and executing on Schwab's purpose and mission. In this role, you will lead a multi-faceted team that provides client servicing, as well as processing time sensitive high risk client transactions. This is a dynamic, detail-oriented, high volume, and deadline-driven environment requiring the ability to build and cultivate relationships across the firm in order to be successful. In addition to a background in brokerage/banking operations, the ideal individual should possess experience effectively leading people at different stages in their career and professional development.
Key Responsibilities May Include:
You Demonstrate These Behaviors: