Manager

Your opportunity

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 required
• Experience in a client facing role
• Ability to collaborate with internal partners and work in a team environment
• Strong communication and interpersonal skills
• Aptitude for complex problem solving
• Portfolio accounting software knowledge preferred
• A savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft Outlook
• Familiarity with Schwab’s enterprise platforms and a strong understanding of Schwab Asset Management products preferred
• Bachelor’s degree preferred

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package 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