Client Relationship Manager

Your opportunity

The Financial Solutions Branch (FSB) is a segment of the Workplace and Centralized Solutions (WCS) organization. FSB provides a dedicated relationship model that serves mass affluent retail investors. 

In FSB, we have a unique opportunity to assist clients who don’t live within proximity to a physical branch.  We also cater to clients who prefer to conduct business over the phone, as meetings are held either on the phone or by video conference technology. Whether it’s retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs, Investor Services can help.

We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance.

Client Relationship Manager (CRM) is passionate about ‘Seeing through the clients eyes’, advocates for our centralized team with business partners and is a reliable resource for our branch managers. This includes ensuring teams are compliant with risk management initiatives and providing operational and administrative support. We are looking for people with a passion for increasing efficiencies, advocates for both rep and client experience, partners well with branch managers and is excited to support evolving initiatives.

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

• Strong written and oral communication skills in addition to attention to detail
• Ability to work independently and effectively as part of a leadership team, while handling multiple projects, tasks and branch responsibilities simultaneously and prioritize accordingly
• Collaborating with peer Managers to support the goals of the enterprise
• Researching and resolving operational inefficiencies, and identifying areas of improvement that will assist our group in reaching team objectives
• Firm understanding of regulatory and compliance policies associated with brokerage businessand risk mitigation in day-to-day job function 
• Building and maintaining good cross-enterprise working relationships

What you have

• Bachelor's degree or equivalent work-related experience
• A valid and active Series 7 required
• A valid and active Series 66 (63/65) (may be obtained within a 90-day condition of employment)
• A valid and active Series 9/10 licenses required (may be obtained within a 90-day condition of employment) and in addition
• Strong coaching, development and recognition of teams which includes a preferred 2+ years of leadership experience
• A minimum of 6 years direct client support in a client-facing environment, preferably within the financial services