Client Relationship Support Manager

2 weeks ago


Torrance, California, United States Charles Schwab Full time

Exciting Career Opportunity at Charles Schwab

As a Client Relationship Support Manager at Charles Schwab, you will play a crucial role in reshaping the financial services landscape. In this pivotal position, you will oversee branch operations, elevate client satisfaction, and provide essential support to the branch manager and sales personnel. Your responsibilities will include maintaining efficient branch operations, introducing innovative processes, and nurturing strong client relationships. Leverage your leadership and customer service expertise within a collaborative team environment.

Key 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
  • At least 2 years of supervisory experience
  • Exceptional communication abilities
  • Experience in roles that involve direct client interaction
  • Strong understanding of financial concepts
  • Proficient problem-solving capabilities
  • A collaborative team player with relationship-building skills

Why Consider Charles Schwab?

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



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