Manager, Client Relationship Support - Encino, CA
Position Type:
Regular Your OpportunityAt Schwab, you're empowered to make an impact on your careerHere, 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 clientsYou 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 absenceYour 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 firmThis 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 haveRequired qualificationsBachelor's degree or equivalent work-related experienceActive and valid FINRA Series 7, 9/10 and 63 licenses3
years' experience with customer service3-5 years in a security/financial services capacityPreferred qualificationsNotary2
years' experience in a management/supervisory capacityOutstanding written and oral communication skills Previous experience in a direct client-facing roleStrong financial acumen, especially regarding brokerage regulations and rules that govern client accountsDemonstrated experience handling client concerns and issues with tact and diplomacyAbility to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneouslyAbility to build and maintain good cross-enterprise working relationshipsIn 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 successOur 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Recommended Skills Brokerage Coaching And Mentoring Commercial Awareness Communication Customer Service Diplomacy Apply to this job.
Think you're the perfect candidate? Apply on company site $('.
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on('click', function (event) window.
ExternalApply = window.
open('/interstitial?jobdid=j3p2xh6zvqhhk7fg564', 'ExternalApply-j3p2xh6zvqhhk7fg564'); ); Estimated Salary: $20 to $28 per hour based on qualifications.
Regular Your OpportunityAt Schwab, you're empowered to make an impact on your careerHere, 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 clientsYou 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 absenceYour 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 firmThis 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 haveRequired qualificationsBachelor's degree or equivalent work-related experienceActive and valid FINRA Series 7, 9/10 and 63 licenses3
years' experience with customer service3-5 years in a security/financial services capacityPreferred qualificationsNotary2
years' experience in a management/supervisory capacityOutstanding written and oral communication skills Previous experience in a direct client-facing roleStrong financial acumen, especially regarding brokerage regulations and rules that govern client accountsDemonstrated experience handling client concerns and issues with tact and diplomacyAbility to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneouslyAbility to build and maintain good cross-enterprise working relationshipsIn 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 successOur 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance Recommended Skills Brokerage Coaching And Mentoring Commercial Awareness Communication Customer Service Diplomacy Apply to this job.
Think you're the perfect candidate? Apply on company site $('.
external-apply-email-saved').
on('click', function (event) window.
ExternalApply = window.
open('/interstitial?jobdid=j3p2xh6zvqhhk7fg564', 'ExternalApply-j3p2xh6zvqhhk7fg564'); ); Estimated Salary: $20 to $28 per hour based on qualifications.
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