Client Service Manager

5 days ago


Chicago, Illinois, United States Charles Schwab Full time
About the Role

We are seeking a highly skilled and experienced Client Relationship Manager to join our team at Charles Schwab. As a key member of our branch operations team, you will play a critical role in delivering exceptional client experiences and driving business growth.

Key Responsibilities
  • Client Service and Support: Provide exceptional client service and support to our clients, responding to their needs and resolving any issues in a timely and professional manner.
  • Relationship Development: Develop and maintain strong relationships with our clients, understanding their financial goals and objectives, and providing tailored solutions to meet their needs.
  • Branch Operations: Assist the Branch Manager in overseeing the day-to-day operations of the branch, including managing paperwork and ensuring compliance with regulatory requirements.
  • Team Collaboration: Work closely with other branch team members and partners across the firm to deliver exceptional client experiences and drive business growth.
Requirements
  • Education: Bachelor's degree or equivalent work-related experience.
  • FINRA Licenses: Active and valid FINRA Series 7, 9/10 and 63 licenses.
  • Experience: 3+ years' experience with customer service and 3-5 years in a security/financial services capacity.
Preferred Qualifications
  • Notary: Notary public certification.
  • Management Experience: 2+ years' experience in a management/supervisory capacity.
  • Communication Skills: Outstanding written and oral communication skills.
  • Financial Acumen: Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts.
  • Problem-Solving: Demonstrated experience handling client concerns and issues with tact and diplomacy.
  • Teamwork: Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously.
What We Offer

At Charles Schwab, we are committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) and Employee Stock Purchase Plan: Competitive 401(k) matching and employee stock purchase plan.
  • Paid Time Off: Paid vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
  • Family Benefits: Paid parental leave and family building benefits.
  • Tuition Reimbursement: Tuition reimbursement for eligible employees.
  • Health and Wellness: Health, dental, and vision insurance.


  • Chicago, Illinois, United States Willis Limited Full time

    Job SummaryWe are seeking a highly skilled Client Service Manager to join our team at Willis Limited. As a Client Service Manager, you will be responsible for delivering exceptional client service and ensuring the successful management of client relationships.Key ResponsibilitiesDevelop and implement client service strategies to drive business growth and...


  • Chicago, Illinois, United States Northern Trust Corporation Full time

    About Northern Trust Corporation:Northern Trust Corporation, a leading global financial institution, has been a trusted partner for over 130 years, providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.We are committed to delivering exceptional service, expertise, and integrity, while...


  • Chicago, Illinois, United States Cardinal Path Full time

    Job OverviewCompany Overview:Cardinal Path is dedicated to helping brands harness their data and leverage it effectively to achieve their objectives. Our team of enthusiastic professionals acts as an extension of our clients' operations, utilizing their expertise to enhance media and technology strategies on the journey toward digital transformation.Position...


  • Chicago, Illinois, United States Cardinal Path Full time

    Job OverviewCompany Overview:Cardinal Path is dedicated to helping brands leverage their data effectively to achieve their objectives. Our team of experts collaborates closely with clients, utilizing their expertise to enhance media and technology strategies as part of their digital transformation journey.Position Summary:The Client Services Manager will...


  • Chicago, Illinois, United States Pacific Advisory Service Full time

    Position OverviewThis role presents a distinctive opportunity in the realm of semiconductor inspection and metrology equipment sales to laboratories nationwide. The ideal candidate will possess a results-driven mindset, demonstrating a robust capability for meeting projected objectives, engaging in strategic negotiations, and aligning customer process...


  • Chicago, Illinois, United States Pacific Advisory Service Full time

    Position OverviewThis role is pivotal within the semiconductor inspection and metrology equipment sector, focusing on sales to laboratories nationwide. The ideal candidate will be driven by results, possessing a strong capability to meet projected objectives, engage in strategic negotiations, and align customer process challenges with sophisticated...


  • Chicago, Illinois, United States Cardinal Path Full time

    Job OverviewCompany Overview:Cardinal Path is dedicated to empowering brands by maximizing their data and leveraging it to achieve strategic objectives. Our team of passionate professionals acts as an extension of our clients' organizations, utilizing their expertise to enhance media and technology efforts in the journey towards digital...


  • Chicago, Illinois, United States Green Paws Chicago Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Relations Specialist to join our team at Green Paws Chicago. As a key member of our office team, you will be responsible for ensuring seamless client experiences and supporting the growth of our business.Key ResponsibilitiesClient Scheduling and Coordination: Collaborate with the office...


  • Chicago, Illinois, United States Client Full time

    Field Service Technician - Medical equipment $28ph - $34ph + Company vehicle + Specialist Training + Progression + Excellent Benefits & Healthcare planRemote based in: Chicago metro areaAre you a Field Service Technician with experience working on any medical equipment, looking to work for a market leading organization offering specialist on the job training...


  • Chicago, Illinois, United States JPMorganChase Full time

    Job Description Lead a team or teams of Client Service professionals who advise our moderate to complex Commercial Bank clients. Manage multiple internal and external relationships to provide our clients with best-in-class service. Help be the reason our clients stay with ChaseAs a Client Service Senior Manager within the Commercial Bank, you will lead the...


  • Chicago, Illinois, United States JPMorganChase Full time

    Job Description Do you have a passion for client service in everything you do? You have found the right teamAs a Client Service Account Manager in the Trade and Working Capital Client Service Group, you will be responsible for managing and facilitating the unique and complex service needs of Global Trades client base. Service is delivered in a team-based...


  • Chicago, Illinois, United States Arc Full time

    Job OverviewCompany OverviewArc operates as a premier shopper and retail agency within Publicis Groupe. In a landscape marked by significant disruption, we focus on transforming brands into compelling choices for consumers. Our approach, termed Irresistible Commerce, is rooted in leveraging insights and data to identify barriers to growth. We then implement...


  • Chicago, Illinois, United States CNA Full time

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. Under technical direction, responsible for servicing and retaining...

  • Client Partner

    2 months ago


    Chicago, Illinois, United States Material Service Corporation Full time

    About UsMaterial is a global strategy, insights, design, and technology partner to companies striving for true customer centricity and ongoing relevance in a digital first, customer-led world.By leveraging proprietary, science-based tools that enable human understanding, we inform and create customer-centric business models and experiences + deploy...


  • Chicago, Illinois, United States Northern Trust Full time

    About the RoleWe are seeking a highly skilled and detail-oriented Client Service Representative to join our Asset Servicing, Custody team. As a key member of our service team, you will be responsible for providing exceptional client service and support to our investment manager and client relationships.Key ResponsibilitiesAct as the primary point of contact...


  • Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust:Northern Trust is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.We provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.With...


  • Chicago, Illinois, United States Client Full time

    Field Service Technician / Mechanic (New industry training)$27ph - $32ph + Company vehicle + Specialist Training + Overtime + Progression + Excellent Benefits & Healthcare planRemote based in: Chicago metro areaAre you a Field Technician or Mechanic with any mechanical maintenance experience, looking to work for a market leading organization offering...


  • Chicago, Illinois, United States AMS Staffing, Inc. Full time

    Job SummaryWe are seeking a highly skilled Client Services Manager to join our team at AMS Staffing, Inc. This is a full-time, permanent position with a salary range of $200-250K, depending on experience, plus bonus and benefits.Key Responsibilities:Client Relationship Management:Establish and nurture long-term relationships with clients and their assigned...


  • Chicago, Illinois, United States 16 On Center HQ Full time

    About the RoleAs a Client Services Coordinator at 16 On Center HQ, you will play a pivotal role in supporting the development and management of company-wide client partnerships and activations. This position requires a keen eye for detail, strong organizational skills, and a proactive approach to client service.Key ResponsibilitiesClient Onboarding and...

  • Senior Consultant

    2 weeks ago


    Chicago, Illinois, United States Northern Trust Full time

    About Northern Trust: Northern Trust is a distinguished financial institution, recognized globally and a member of the Fortune 500, with a legacy of excellence dating back to 1889. We take pride in delivering innovative financial solutions and expert guidance to some of the world's most successful individuals, families, and institutions, grounded in our core...