Manager, Client Relationship Support - Bethesda, MD at Charles Schwab Corporation

Job Description:

Latest Job Information from Company Charles Schwab Corporation as position Manager, Client Relationship Support - Bethesda, MD. If Job Vacancy Manager, Client Relationship Support - Bethesda, MD in Bethesda, MD matches your criteria, please send your latest application/CV directly through the latest and most updated job site Jobkos.

Every job may not be easy to apply for, because as a new candidate / prospective employee must meet several qualifications and requirements according to the criteria sought by the Company. Hopefully the career information from Charles Schwab Corporation as the position Manager, Client Relationship Support - Bethesda, MD below matches your qualifications.

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. 

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

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that 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

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• Medical, dental and vision benefits
• 401(k) and employee stock purchase plans
• Tuition reimbursement to keep developing your career
• Paid parental leave and adoption/family building benefits
• Sabbatical leave available after five years of employment

Job Info:

• Company: Charles Schwab Corporation
• Position: Manager, Client Relationship Support - Bethesda, MD
• Work Location: Bethesda, MD
• Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Manager, Client Relationship Support - Bethesda, MD at the office Bethesda, MD above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.