Client Relationship Management Leader
1 week ago
Exciting Career Opportunity at Charles Schwab
As a Client Relationship Management Leader 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 collaborate closely with the branch manager and sales team. Your responsibilities will include optimizing branch processes, nurturing client relationships, and ensuring seamless operational flow.
Key Responsibilities:
- Manage daily branch operations and enhance client interactions.
- Implement innovative processes to improve service delivery.
- Support the sales team in achieving their objectives.
- Foster strong relationships with clients to ensure their needs are met.
Qualifications:
- Bachelor's degree or equivalent professional experience.
- 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.
- Background in client-facing positions.
- Strong understanding of financial concepts.
- Effective problem-solving capabilities.
- Team-oriented mindset with a focus on relationship building.
Why Work at Charles Schwab?
At Charles Schwab, we are dedicated to empowering our employees to achieve their fullest potential while redefining the wealth management sector. We offer competitive benefits and a flexible compensation package designed to support both your professional and personal development.
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