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.
Charles Schwab Investment Management (CSIM) is the asset management arm of the Charles Schwab Corporation. Products managed include a wide variety of active and indexed equity, fixed income, and asset allocation strategies, as well as money markets funds. CSIM uses a consistent and disciplined approach to investing across all our products and seeks to develop innovative new products to meet the core investing needs of our clients.
We are looking for people with a passion for helping clients. The successful Client Service Manager will serve as a vital member of the Client Services team, serving clients and advisors directly, with a primary focus on Schwab Personalized Indexing onboarding. As a Financial Services Professional, you will help to educate and solve problems for individual investors. Through trust, experience, investment knowledge, professional development, and exceptional service the entire team strives to provide our clients with a great advisory relationship experience.
What you are good at
Provide outstanding client service while demonstrating empathy, professionalism, and strong problem-solving skills.Serve as a primary point of contact for client inquiries, ensuring timely and accurate resolution.Anticipate client needs and proactively follow up on pending items to prevent delays or service gaps.Demonstrate excellent communication and follow-through to foster trust and satisfaction.Collaborate and Support Relationship Managers and Sales Team on new wealth manager onboarding, account openings, and ongoing account maintenance.Lead onboarding efforts for new wealth managers, ensuring a smooth integration into systems and processes.Mentor and train Client Service Specialists helping foster team growth and efficiency.Navigate multiple competing priorities while meeting internal deadlines and maintaining service excellence.Participate in internal service initiatives, cross-functional work groups, and process improvement efforts. Manage and update contact databases with accurate information. Assist with quarter-end processing, reporting, and preparation of materials for client meetings.Ensure the client interactions and service activities are performed in adherence with regulatory and internal compliance standards. What you have A minimum of 2 years of experience in financial services requiredExperience in a client facing roleAbility to collaborate with internal partners and work in a team environment Strong communication and interpersonal skillsAptitude for complex problem solvingPortfolio accounting software knowledge preferredA savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft OutlookFamiliarity with Schwab’s enterprise platforms and a strong understanding of Schwab Asset Management products preferredBachelor’s degree preferred Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeedWhy work for us?
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package to our full-time employees 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 Application FAQsSoftware Powered by iCIMS
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