Client Relationship Manager - Boca Raton, FL jobs in United States
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Charles Schwab · 2 weeks ago

Client Relationship Manager - Boca Raton, FL

positionUS-FL-Boca Raton
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$74K/yr - $134K/yr
date3+ years exp

Charles Schwab is a financial services company that empowers employees to make an impact on their careers. As a Client Relationship Manager, you will play a crucial role in ensuring the operational success of the branch, working cross-functionally to deliver exceptional client experiences and mentoring client service professionals.

Financial Services

Responsibilities

Assist the Branch Manager and sales/support staff with meeting our clients’ needs
Resolving customer escalations
Helping to deepen both internal and external client relationships
Acting as the Branch Manager in their absence
Coordinating and maintaining the branch paperwork and operations flow
Implementing, training, and supporting new processes adopted by the firm

Qualification

Series 7 licenseSeries 63 licenseSeries 9/10 licenseCustomer service experienceFinancial services experienceNotaryManagement experienceFinancial acumenClient issue resolutionWritten communicationOral communicationTeamworkRelationship building

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

Bonus or incentive opportunities

Company

Charles Schwab

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We have plans for every turn you take.
dateFounded in 1973
location
San Francisco, California, USA
people-size10001+ employees
web-link
https://www.schwab.com/

Funding

Current Stage
Late Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
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