Manager, Client Relationship Support- Gaithersburg, MD

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 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 clients. You will assistthe 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 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 are good at

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 extremely complex 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:

• Managing, coaching, 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 teamwork, 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.

To learn more about the culture at Schwab, click here tomeet our people.

What you have

Required qualifications

• Bachelor's degree or equivalent work-related experience

• Active and valid FINRA Series 7, 9/10 and 63 licenses

• 3+ years’ experience with customer service

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

Preferred qualifications

• Notary 

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

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

• Strong financial acumen, especially regardingbrokerage regulations and rules that govern client accounts

• Demonstrated experience handling client concerns and issues with tact and diplomacy

• 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