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Client Relationship Support Manager

2 months ago

Torrance, California, United States Charles Schwab Full time

Tipo de Posición:
Regular
Tu Oportunidad
En Charles Schwab, tienes la libertad de impactar tu carrera. Aquí, el pensamiento innovador se une a la resolución creativa de problemas, ayudándonos a "desafiar el status quo" y transformar la industria financiera juntos.


Como Gerente de Relaciones con Clientes (CRM), desempeñas un papel de liderazgo esencial que informa sobre el éxito operativo diario de la sucursal local.


Serás el primer punto de contacto en la sucursal y trabajarás de manera transversal con otros miembros del equipo de la sucursal y socios en toda la firma para ofrecer experiencias excepcionales a nuestros clientes.


Asistirás al Gerente de la Sucursal y al personal de ventas/soporte para satisfacer las necesidades de nuestros clientes, resolver escalaciones de clientes, ayudar a profundizar las relaciones con clientes tanto internos como externos, y actuar como Gerente de la Sucursal en su ausencia.


Tus responsabilidades también incluirán coordinar y mantener la documentación de la sucursal y el flujo de operaciones, así como implementar, capacitar y apoyar nuevos procesos adoptados por la firma.


Este es un rol donde puedes aportar tu pasión por la mentoría y el desarrollo de profesionales en servicio al cliente a una firma que valorará tus contribuciones y apoyará tu crecimiento.

Lo Que Tienes

Calificaciones Requeridas
- Título universitario o experiencia laboral equivalente
- Licencias activas y válidas de FINRA Series 7, 9/10 y 63
- Más de 3 años de experiencia en servicio al cliente
- De 3 a 5 años en un entorno de servicios financieros/valores

Calificaciones Preferidas
- Notario
- Más de 2 años de experiencia en un rol de gestión/supervisión
- Excelentes habilidades de comunicación escrita y oral
- Experiencia previa en un rol de atención directa al cliente
- Sólido conocimiento financiero, especialmente en relación con las regulaciones y normas que rigen las cuentas de clientes
- Experiencia demostrada en el manejo de preocupaciones y problemas de clientes con tacto y diplomacia
- Capacidad para trabajar de manera independiente y eficaz como parte de un equipo, mientras se priorizan múltiples tareas y responsabilidades simultáneamente

Lo Que Ofrecemos
En Charles Schwab, estamos comprometidos a empoderar el éxito personal y profesional de nuestros empleados.

Nuestra cultura orientada a un propósito, y el enfoque en tu desarrollo significa que obtendrás las herramientas necesarias para hacer una diferencia positiva en la industria financiera.

Ofrecemos un paquete de beneficios competitivo que cuida de ti en su totalidad, tanto hoy como en el futuro:
- 401(k) con contribución de la empresa y plan de compra de acciones para empleados
- Tiempo pagado para vacaciones, voluntariado y un sabático de 28 días después de cada 5 años de servicio para posiciones elegibles
- Licencia parental pagada y beneficios para la construcción de familia
- Reembolso de matrícula
- Seguro de salud, dental y de visión.