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Manager, Client Relationship Support- Torrance, CA - job 2 of 2

Position Type: Regular Your opportunityYour 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 a Client Relationship Manager , (CRM) , you play an essential and impactful leadership role that informs the daily operation al 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 experience s for our clients . You will assist the Branch Manager and sales/support staff with meeting our clients' needs , resolv ing customer escalations, help ing to deepen both internal and external client relationships, and act ing 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 haveWhat You HaveRequired qualifications• Bachelor's degree or equivalent work-related experience• Active and valid FINRA Series 7, 9/10 and 6 3 licenses• 3 + years' experience with customer service• 3-5 years in a security/financial services capacityPreferred 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 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 relationshipsWhat'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 competitive 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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$118K

$152K

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What You Should Know About Manager, Client Relationship Support- Torrance, CA, Charles Schwab

As a Manager of Client Relationship Support at Schwab in Torrance, CA, you’re not just filling a position; you’re stepping into a pivotal leadership role where your influence truly matters. You will be the go-to person in the branch, leading a dynamic team to enhance the client experience and ensuring daily operational success. In this friendly yet professional environment, you will collaborate with other team members and cross-functional partners to resolve customer escalations and deepen relationships between clients and the firm. Your role will also have you assisting the Branch Manager, taking charge in their absence, and ensuring smooth operational flows. Your knack for mentorship will shine as you help develop the next generation of client service professionals. With a focus on implementing new processes and training staff, every day brings an opportunity for growth—not just for you, but for those you lead. At Schwab, you're empowered to challenge the status quo, making a tangible impact on the finance industry. If you have a strong background in customer service and the financial sector, this could be a perfect match. Join us at Schwab and unleash your potential while making a difference in the lives of our clients.

Frequently Asked Questions (FAQs) for Manager, Client Relationship Support- Torrance, CA Role at Charles Schwab

What are the responsibilities of a Manager, Client Relationship Support at Schwab?

As a Manager, Client Relationship Support at Schwab, your key responsibilities include leading client service initiatives, resolving customer escalations, acting as the Branch Manager in their absence, and fostering strong client relationships. You'll coordinate branch operations and ensure compliance with brokerage regulations while mentoring your team to provide exceptional service.