Client Relationship Manager
Your Opportunity
Your opportunity
The Financial Solutions Branch (FSB) is a segment of the Workplace and Centralized Solutions (WCS) organization. FSB provides a dedicated relationship model that serves mass affluent retail investors.
In FSB, we have a unique opportunity to assist clients who don’t live within proximity to a physical branch. We also cater to clients who prefer to conduct business over the phone, as meetings are held either on the phone or by video conference technology. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.
We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance.
Client Relationship Manager (CRM) is passionate about ‘Seeing through the clients eyes’, advocates for our centralized team with business partners and is a reliable resource for our branch managers. This includes ensuring teams are compliant with risk management initiatives and providing operational and administrative support. We are looking for people with a passion for increasing efficiencies, advocates for both rep and client experience, partners well with branch managers and is excited to support evolving initiatives.
We place a premium on high performance and the ability to execute the Schwab strategy. Essential skills include:
- Strong written and oral communication skills in addition to attention to detail
- Ability to work independently and effectively as part of a leadership team, while handling multiple projects, tasks and branch responsibilities simultaneously and prioritize accordingly
- Collaborating with peer Managers to support the goals of the enterprise
- Researching and resolving operational inefficiencies, and identifying areas of improvement that will assist our group in reaching team objectives
- Firm understanding of regulatory and compliance policies associated with brokerage businessand risk mitigation in day-to-day job function
- Building and maintaining good cross-enterprise working relationships
What you have
- Bachelor's degree or equivalent work-related experience
- A valid and active Series 7 required
- A valid and active Series 66 (63/65) (may be obtained within a 90-day condition of employment)
- A valid and active Series 9/10 licenses required (may be obtained within a 90-day condition of employment) and in addition
- Strong coaching, development and recognition of teams which includes a preferred 2+ years of leadership experience
- A minimum of 6 years direct client support in a client-facing environment, preferably within the financial services
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 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
What you are good at
Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Relationship Manager will pursue this mission through:
- Demonstrating the ability to consistently handle client complaints and providing a resolution that meets the needs/wants of the client, the branch and the company.
- Deepening ongoing internal and external business partner relationships.
- Consistently demonstrating initiative, workplace engagement and leadership.
- Delivering a self-directed, unparalleled value and excellent client service.
- Assisting the Branch Manager and sales/support staff with meeting our clients’ needs.
- Successfully navigating through extremely complex operational issues.
- Highly successful with diffusing negative client situations.
- Providing acting Branch Manager responsibilities in Branch Manager’s absence.
We are looking for people with a passion for helping clients...You will be responsible for:
- Managing, coaching, and developing Branch Client Service Staff.
- Coordinating and maintaining the branch paperwork and operations flow.
- Implementing, training and support of new processes that are adopted by the firm.
- Partnering with internal and external business partners to prepare for a branch audit.
- Being a product and service subject matter expert.
- Receiving checks, security deposits, check disbursements and new account processing.
- Actively uncovering additional business development opportunities.
- Scheduling the clients with a Financial Consultant for further consultation.
We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.
To learn more about the culture at Schwab, click here to meet our people.
What you have
- Bachelor's degree or equivalent work-related experience
- A valid and active Series 7 required
- A valid and active Series 66 (63/65) (may be obtained within a 90-day condition of employment)
- A valid and active Series 9/10 licenses required (may be obtained within a 90-day condition of employment) and in addition
- Strong coaching, development and recognition of teams which includes a preferred 2+ years of leadership experience
- A minimum of 6 years direct client support in a client-facing environment, preferably within the financial services
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.