Manager, Operational Services Account Solutions

Job Description

Your Opportunity

Operational Services Account Solutions (OSAS) is the primary operations arm for Advisor Services new accounts and Investor Service new accounts and maintenance. OSAS provides service to our investor services clients and financial advisors to fulfill our purpose of championing every client’s goals with passion and integrity. We encourage client loyalty by providing guidance and solutions to fulfill client needs and have a focus on employee development and collaboration.

What you are good at

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 empower, encourage and develop a diverse team responsible for performing and executing on our organization’s purpose and mission. In this role, you will lead a hotline team that provides operational and service support to both internal and external clients. This is a fast paced, high volume 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 candidate should possess experience effectively leading people at different stages in their career and professional development.

• Creating a work environment that promotes employee engagement by setting clear expectations and consistently providing information, resources, feedback, mentor 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.
• Understanding of industry regulations in order to ensure team compliance with firm’s policies and procedures.
• Driving business results by acting as a subject matter expert, encouraging an environment that builds process efficiencies, leading project initiatives, and ensuring the implementation of projects within the department.
• Identifying & selecting talent for Operational Services Account Solutions.

What you have

• Proven leadership experience. Additional experience with Change Leadership preferred.
• 5+ years of experience in the financial services industry preferred and/or prior supervisory experience required.
• Series 7, 63, and 9/10 licenses required. A condition of employment will be considered for all licenses for highly qualified individuals
• Strong motivational and coaching skills that cultivates a strong and engaging environment.
• Excellent time management, organizational skills and ability to set priorities and proactively tackle issues in a dynamic multi-tasking environment. Proficient technical skills, including knowledge of Microsoft applications.
• Flexible with regard to both schedule and role as both may change with little notice in response to business demand.
• Strong interpersonal skills with the ability to develop and grow working relationships with internal and external clients.
• Excellent analytical and influencing skills with the ability to think creatively and offer solutions that benefit the employees, clients, and firm.
• Ability to identify and mitigate risk by adhering to department and firm policies and procedures.
• Experience in training and developing team members and comfortable with providing feedback.
• Ability to think strategically beyond day to day operations.
• Bachelor’s degree preferred.
• Prior call center supervisory experience preferred

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.