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Client Relationship Manager - Newport Beach, CA

Newport Beach, California

Requisition ID 2023-93336 Category Retail Branch Position type Regular Salary USD $71,000 - $109,000 / Year

Your Opportunity

Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs. 

To learn more about our client offerings visit: Charles Schwab - Investor Services

What you have

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 very sophisticated 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

  • Leading, mentoring, 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 collaboration, 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. 

We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include: 

  • Bachelor's degree or equivalent work-related experience 
  • Active and valid FINRA Series 7 required
  • Active and valid FINRA 63 required
  • Active and valid Series 9/10 is required
  • Notary preferred 
  • 3-5 years in a security/financial services capacity 
  • Minimum of 3 years’ experience with customer service 
  • Minimum of 2+ years’ experience in a management/supervisory capacity preferred 
  • Actively uncovering additional business development opportunities 
  • Previous experience in a direct client facing role highly preferred 
  • Basic understanding of brokerage regulations and rules that govern client accounts 
  • Demonstrated experience handling client concerns and issues with tact and diplomacy 
  • Outstanding written and oral communication skills 
  • 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

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

Eligible Schwabbies receive

  • Medical, dental and vision benefits

  • 401(k) and employee stock purchase plans

  • Tuition reimbursement to keep developing your career

  • Paid parental leave and adoption/family building benefits

  • Sabbatical leave available after five years of employment