Charles Schwab · 3 days ago
Client Relationship Manager - Boca Raton, FL
Boca Raton, FL
Full-time
Onsite
Mid, Senior Level
3+ years expCharles Schwab is a company that empowers employees to make an impact on their careers. As a Client Relationship Manager, you will play a crucial leadership role in ensuring the operational success of the local branch while delivering exceptional client experiences and supporting the Branch Manager.
Financial Services
Responsibilities
Assist the Branch Manager and sales/support staff with meeting our clients’ needs
Resolve customer escalations
Help deepen both internal and external client relationships
Act as the Branch Manager in their absence
Coordinate and maintain the branch paperwork and operations flow
Implement, train, and support new processes adopted by the firm
Qualification
Required
Bachelor's degree or equivalent work-related experience
A valid and active Series 7 license required
A valid and active Series 63 license required
A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)
3+ years' experience with customer service
3-5 years in a security/financial services capacity
Preferred
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 regarding brokerage 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
Benefits
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Morningstar.com
2025-09-28
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