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Client Relationship Manager

2 months ago

Torrance, California, United States Charles Schwab Full time

Exciting Career Opportunity at Charles Schwab

As a Client Relationship Manager (CRM) at Charles Schwab, you will play a crucial role in reshaping the financial services landscape. In this pivotal position, you will oversee branch operations, enhance client satisfaction, and collaborate closely with the branch manager and sales team. Your responsibilities will include maintaining efficient branch functions, introducing innovative processes, and nurturing client relationships.

Key Responsibilities:

  • Lead branch operations to ensure a seamless client experience.
  • Implement new strategies to improve service delivery.
  • Develop and maintain strong relationships with clients.
  • Provide mentorship and support to team members.

Qualifications:

  • Bachelor's degree or equivalent professional experience.
  • Possession of active FINRA Series 7, 9/10, and 63 licenses.
  • A minimum of 3 years in customer service roles.
  • 3-5 years of experience in the financial services sector.

Preferred Skills:

  • Notary certification.
  • 2+ years of experience in a supervisory capacity.
  • Exceptional communication abilities.
  • Experience in client-facing positions.
  • Strong understanding of financial concepts.
  • Proficient problem-solving skills.
  • A collaborative team player with relationship-building capabilities.

Why Work at Charles Schwab?

At Charles Schwab, we are committed to empowering our employees to achieve their fullest potential while contributing to the evolution of the wealth management industry. We offer competitive benefits and a flexible compensation package designed to support both your professional and personal development.