Job Description

What you are good at

As a Trade Support Resolution Manager, you will have the opportunity to:

Providing trading support and outstanding service to a wide range of both dedicated internal and external clients
Maintaining the Trade Support Hotline to deliver field assistance on a wide variety of items including client disputes, errors, trading related inquiries and Volume Contingency Plan overflow
Adapt to a rapidly changing environment when supporting the Client Services organization during high volume periods and contingency events
Provide dedicated service to both the local call center and assigned geographical branches while assisting other Trade Support Teams in alternate locations
Lead specialized functions such as managing professional trader billing set up, SWISS, Estates, and Transfer of Account trades
Ensure compliance and documented supervision of trade dispute resolution, internal inventory account activity and a variety of specialized workflows   
Remain abreast of evolving industry developments, market structure evolution, new products and trading related regulatory changes 
Lend to the Trade Support Group's professionalism, market expertise, technical capabilities, communication skills and proactive outreach activity
Assessing and resolving escalated client trade issues at a moment’s notice and leading trade efforts during network system downtime
Proactively recognize strategic business opportunities and be willing to challenge traditional process with manager, colleagues and business partners
Work collaboratively with other peers across the network organization and successfully engage in cross-departmental projects and initiatives
Support the training department as a trading Subject Matter Expert and training facilitator
Coordinate and partner with numerous internal departments, external business partners and a variety of trading related vendors
Collaborate within the national Trade Support Group Online Community to share ideas and solutions to challenges

In addition to base salary, Resolution Managers may take advantage of Schwab’s extensive benefits program and also have the opportunity to earn a bonus which rewards team goals, client satisfaction, client retention, and profitable company growth.  Schwab employees also can take part in community service projects and other company events.

What you have

Active FINRA Series 7, 63 (or 66)  

Active 9/10 (8) licenses (preferred). If not held presently, would be required to be obtained as a Condition of Employment (COE).
At least 2 years of Client Service experience in Schwab Client Services preferred
Experience supporting all Schwab electronic products is preferred
Extensive trading background, client relationship support or escalation group experience 
Thorough knowledge of brokerage/financial services industry, market mechanics, trading operations, audit, compliance, and general regulatory developments