Relationship Manager
4 weeks ago
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 anticipate client needs and proactively address any issues that may arise.
Key Responsibilities- Manage and grow existing relationships with clients, identifying opportunities to improve their profitability
- Collaborate with Service, Marketing, and other sales representatives to ensure seamless client experiences
- Anticipate and resolve client issues, taking proactive steps to prevent problems from occurring
- Present policy changes to clients and negotiate long-term pricing in exchange for increased assets
- Run and organize sales situations with clients, leveraging your expertise to drive business growth
- 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
- Proven ability to deliver excellent client service, with a strong focus on problem-solving and communication
- Superior communication, presentation, and interpersonal skills
- In-depth knowledge of Advisor Services products and services, or demonstrated transferable brokerage industry knowledge
In addition to a competitive salary, this role is eligible for bonus opportunities. We're committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
We offer a competitive and flexible package designed to empower you for today and tomorrow. Our benefits include a comprehensive health insurance plan, a 401(k) matching program, and a generous paid time off policy.
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Operations Manager
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