Client Relationship Manager

5 days ago


Torrance, California, United States Charles Schwab Full time
Transform the Finance Industry with Us

At Charles Schwab, we empower our employees to make a positive impact on their careers and the finance industry. As a Client Relationship Manager, you'll play a vital leadership role in informing the daily operational success of our local branch. You'll be the first point of contact and work cross-functionally with other branch team members and partners to deliver exceptional client experiences.

As a key member of our team, you'll assist the Branch Manager and sales/support staff in meeting client needs, resolving escalations, and deepening internal and external client relationships. You'll also coordinate and maintain branch paperwork and operations flow, implement new processes, and train staff. This is a role where you can bring your passion for mentorship and client service to a firm that values your contributions and champions your growth.

What You'll Bring
  • Bachelor's degree or equivalent work-related experience
  • Active and valid FINRA Series 7, 9/10, and 63 licenses
  • 3+ years of customer service experience
  • 3-5 years in a security/financial services capacity
What We Offer
  • Competitive benefits package, including 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

By joining our team, you'll be part of a purpose-driven, supportive culture that focuses on your development and success. Apply now to take the first step in your career journey with Charles Schwab.



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