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Client Relationship Manager

2 months ago

Carlsbad, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled and experienced Client Relationship Manager to join our team at Charles Schwab. As a key member of our branch team, you will play a critical role in delivering exceptional client experiences and driving business growth.

Key Responsibilities
  • Lead cross-functional teams to resolve client issues and concerns
  • Develop and implement strategies to deepen client relationships and increase revenue
  • Collaborate with branch managers and sales teams to achieve business objectives
  • Manage and maintain accurate records and reports
  • Stay up-to-date on industry trends and regulatory requirements
Requirements
  • Bachelor's degree or equivalent work experience
  • Active and valid FINRA Series 7, 9/10 and 63 licenses
  • 3+ years of customer service experience
  • 3-5 years of experience in a security/financial services capacity
Preferred Qualifications
  • Notary public certification
  • 2+ years of experience in a management/supervisory capacity
  • Outstanding written and oral communication skills
  • Strong financial acumen and knowledge of brokerage regulations
  • Demonstrated experience handling client concerns and issues with tact and diplomacy
  • Ability to work independently and as part of a team
What We Offer
  • Competitive salary and benefits package
  • Opportunities for professional growth and development
  • Collaborative and supportive work environment
  • Recognition and rewards for outstanding performance