Client Relationship Manager - Boca Raton, FL

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 aClient RelationshipManager,(CRM), youplay an essential and impactful leadership rolethatinforms the daily operational successof the local branch. Youare the first point of contactat the branch and will work cross-functionallywith other branch team members and partners across the firm to deliver exceptional experiences for our clients.Youwillassistthe Branch Manager and sales/support staff with meeting our clients’ needs,resolvingcustomer escalations, helpingto deepen both internal and external client relationships,and actingas the Branch Manager in their absence. Your responsibilities also will include coordinating andmaintainingthe 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

Requiredqualifications

• Bachelor's degree or equivalent work-related experience

• A valid and active Series 7 licenserequired

• A valid and active Series 63 licenserequired

• A valid and active Series 9/10 (8) licenserequired(may be obtained within a90 daycondition of employment)

• 3+years’ experience with customer service

• 3-5 years in a security/financial services capacity 

Preferredqualifications

• Notary 

• 2+ years’ experience in a management/supervisory capacity 

• Outstanding written and oral communication skillsPrevious experience in a direct client-facing role

• Strong financial acumen, especiallyregardingbrokerage regulations and rules that govern clientaccounts

• Demonstrated experience handling client concerns and issues with tact anddiplomacy

• Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously 

• Ability to build andmaintaingood cross-enterprise workingrelationships

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.