Client Relationship Manager - Wayne, PA

Position Type:RegularYour opportunityAt 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 Relationship Manager,(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.Youwill assistthe 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 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 haveRequiredqualifications Bachelor's degree or equivalent work-related experience Active and valid FINRA Series 7, 63 and 9/10licenses(9/10license(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 capacityPreferredqualifications Notary 2+ years' experience in a management/supervisorycapacity 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 workingrelationshipsIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.What's in it for youAt 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 competitivebenefits packagethat 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

Created: 2025-06-18