Client Relationship Manager

1 week ago


Carlsbad, United States Charles Schwab Full time
About the Role

This is a leadership position that plays a crucial role in the daily operational success of the local branch. As a Client Relationship Manager, you will be the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients.

Key Responsibilities
  • Assist the Branch Manager and sales/support staff with meeting our clients' needs, resolving customer escalations, and helping to deepen both internal and external client relationships.
  • Act as the Branch Manager in their absence.
  • Coordinate and maintain the branch paperwork and operations flow.
  • Implement, train, and support new processes adopted by the firm.
Requirements
  • Bachelor's degree or equivalent work-related experience.
  • Active and valid FINRA Series 7, 9/10 and 63 licenses.
  • 3+ years' experience with customer service.
  • 3-5 years in a security/financial services capacity.
Preferred Qualifications
  • Notary.
  • 2+ years' experience in a management/supervisory capacity.
  • Outstanding written and oral communication skills.
  • Previous experience in a direct client-facing role.
  • Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts.
  • Demonstrated experience handling client concerns and issues with tact and diplomacy.
  • Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously.
  • Ability to build and maintain good cross-enterprise working relationships.
What's in it for You

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

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.


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