Client Relationship Manager - Wayne, PA
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients’ needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth.
What you have
Required qualifications
- Bachelor's degree or equivalent work-related experience
- Active and valid FINRA Series 7, 63 and 9/10 licenses (9/10 license(s) may be obtained under a condition of employment)
- (9/10 can be achieved through a condition of employment).
- 3+ years’ experience with customer service
- 3-5 years in a security/financial services capacity
Preferred qualifications
- Notary
- 2+ years’ experience in a management/supervisory capacity
- Outstanding written and oral communication skills Previous experience in a direct client-facing role
- Strong financial acumen, especially regardingbrokerage regulations and rules that govern client accounts
- Demonstrated experience handling client concerns and issues with tact and diplomacy
- Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously
- Ability to build and maintain good cross-enterprise working relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re 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) 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
Required qualifications
- Bachelor's degree or equivalent work-related experience
- Active and valid FINRA Series 7, 63 and 9/10 licenses (9/10 license(s) may be obtained under a condition of employment)
- (9/10 can be achieved through a condition of employment).
- 3+ years’ experience with customer service
- 3-5 years in a security/financial services capacity
Preferred qualifications
- Notary
- 2+ years’ experience in a management/supervisory capacity
- Outstanding written and oral communication skills Previous experience in a direct client-facing role
- Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts
- Demonstrated experience handling client concerns and issues with tact and diplomacy
- Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously
- Ability to build and maintain good cross-enterprise working relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.