Relationship Manager
2 weeks ago
Your Opportunity
At Charles Schwab, we're committed to helping our clients achieve their financial goals. As a Relationship Manager, you'll play a critical role in building and maintaining strong relationships with our top-tier advisors. Your experience and expertise will enable you to identify opportunities to improve their profitability and provide exceptional service.
Key Responsibilities
- Manage and grow existing relationships with clients
- Anticipate and resolve client issues and problems
- Coordinate with Service, Marketing, and other sales representatives
- Pursue opportunities to improve client profitability
- Present policy changes to clients and negotiate long-term pricing
Requirements
- Bachelor's degree or equivalent work-related experience
- Active and valid FINRA Series 7 license
- Active and valid FINRA Series 63 license
- Minimum of 5 years of financial services industry and RIA relationship management experience
- Entrepreneurial self-starter with excellent communication and presentation skills
What We Offer
A competitive salary and bonus opportunities, as well as a comprehensive benefits package designed to empower you for today and tomorrow. At Charles Schwab, we're committed to helping our employees ignite their potential and achieve their dreams.
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