Manager, Client Relationship Support - San Mateo, CA
Your Opportunity
Your opportunity
At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As a Client Relationship Manager, you are a key branch leader responsible for delivering consistent, high-quality client experience in a direct client facing capacity. You coordinate across teams, partner with branch leadership, and ensure operational accuracy, workflow efficiency, and successful execution of firm and regulatory initiatives.
You strengthen client relationships by resolving complex needs with empathy and professionalism, while using emotional intelligence to navigate escalations and support team collaboration. You also drive branch performance by coaching team members, reinforcing service excellence, and promoting accountability. This role offers the opportunity to expand your leadership impact while building expertise in client relationship management, operations, and performance in a fast-paced environment.
Why you’re set up for success:
You’ll operate in a highly collaborative branch environment where strong partnerships and shared accountability drive results. With direct exposure to both client interactions and operational leadership, you’ll build a well-rounded skill set that strengthens your ability to influence client outcomes, optimize processes, and support team performance.
Schwab Training and Development
- Completes Schwab’s corporate training program focused on supervision, employee evaluation, and leadership to build foundational management and coaching capabilities.
- Your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch leaders, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.
Career Pathing
- The Client Relationship Manager role provides a strong foundation for career growth at Schwab. Our “choose your own adventure” approach empowers you to explore paths aligned to your strengths. Through ongoing development, mentorship, and exposure to both client and operational excellence, you’ll have the flexibility to shape a career path that reflects your skills, interests, and long-term goals.
Competitive Compensation
- In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
What you have
The expertise you bring:
- A valid and active FINRA Series 7 and 63 license required
- Currently hold or obtain the FINRA Series 9 and 10 license as it will be required during your tenure on the job
- Relevant financial services or client-facing experience with 2+ years in a management or supervisory role preferred
The skills you bring:
Client Relationship Management: Build trusted client relationships, communicate proactively, and resolve concerns with sound judgment.
Attention to Detail: Manage workflows accurately, prioritize competing demands, and uphold operational standards.
Communication: Communicate clearly across audiences and navigate client and team interactions effectively.
Managing Performance: Coach team members, foster collaboration, and help drive branch performance and service excellence.
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
The expertise you bring:
- A valid and active FINRA Series 7 and 63 license required
- Currently hold or obtain the FINRA Series 9 and 10 license as it will be required during your tenure on the job
- Relevant financial services or client-facing experience with 2+ years in a management or supervisory role preferred
The skills you bring:
Client Relationship Management: Build trusted client relationships, communicate proactively, and resolve concerns with sound judgment.
Attention to Detail: Manage workflows accurately, prioritize competing demands, and uphold operational standards.
Communication: Communicate clearly across audiences and navigate client and team interactions effectively.
Managing Performance: Coach team members, foster collaboration, and help drive branch performance and service excellence.
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.