Website Charles Schwab
Job Description:
The Operational Services Account Solutions Team Manager is a leader with passion towards executing as a member of a team committed to the highest level of client satisfaction. The position requires a dynamic leader who can motivate, inspire and develop a diverse team responsible for performing and executing on our organization’s purpose and mission. In this role, you will manage a multi-faceted team that provides operational and service support to both internal and external clients. This is a fast paced, detail-oriented, high volume environment requiring the ability to build and foster relationships across the firm in order to be successful. In addition to a background in brokerage/banking operations, the ideal candidate should possess experience effectively managing people at different stages in their career and professional development.
Job Responsibilities:
- Understanding of industry regulations in order to ensure team compliance with firm’s policies and procedures.
- Creating a work environment that promotes employee engagement by setting clear expectations and consistently providing information, resources, feedback, coaching and recognition that helps employees maintain a high level of performance.
- Ensuring client service level agreements are met and maintaining a balance between quality and efficiency.
- Identifying & selecting talent for Operational Services Account Solutions.
- Driving business results by acting as a subject matter expert, fostering an environment that creates process efficiencies, leading project initiatives, and ensuring the implementation of projects within the department.
Job Requirements:
- Strong motivational and coaching skills that cultivates a strong and engaging environment.
- Demonstrated leadership experience. Additional experience with Change Leadership preferred.
- Series 7, 63, and 9/10 licenses required. A condition of employment will be considered for all licenses for highly qualified individuals
- Strong interpersonal skills with the ability to develop and grow working relationships with internal and external clients.
- Flexible with regard to both schedule and role as both may change with little notice in response to business demand.
- Excellent time management, organizational skills and ability to set priorities and proactively solve issues in a dynamic multi-tasking environment. Proficient technical skills, including knowledge of Microsoft applications.
- Ability to identify and mitigate risk by adhering to department and firm policies and procedures.
- Excellent analytical and influencing skills with the ability to think creatively and offer solutions that benefit the employees, clients, and firm.
Qualification & Experience:
- 5+ years of experience in the financial services industry preferred and/or prior supervisory experience required.
- Ability to think strategically beyond day to day operations.
- Experience in training and developing team members and comfortable with providing feedback.
- Bachelor’s degree preferred.
Job Details:
Company: Charles Schwab
Vacancy Type: Full Time
Job Location: El Paso, TX, US
Application Deadline: N/A
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