Team Lead Estate Services, Westlake, TX

Charles Schwab

Fort Worth, TX

Description:

Fort Worth - TX, TX4700A, 4700 Alliance Gateway Freeway, 76177

Laurie Williams

20180723-4693

We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Estate Services is a specialized organization within the broader Schwab Operational Services Enterprise providing high-touch service to our clients and to the advisors that serve them. Estate Services fulfills our purpose of championing every client’s goals with passion and integrity. We inspire client loyalty by providing expert Estate guidance to our clients and advisors, and exhibit Schwab value in all interactions.

What you’ll do:

As a Schwab Estate Services Team Lead, you will be responsible for supporting Estate Services Team Managers and a team of 8 – 10 Estates Professionals with a goal of creating outstanding client experiences.

Your responsibilities will include:

Support team development through peer coaching of team me

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