Manager, Client Relationship Support - Bethesda, MD

Your opportunity

Is this the role you are looking for If so read on for more details, and make sure to apply today.

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 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 have

Required 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 capacity

Preferred qualifications

What’s in it for you

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 :

#J-18808-Ljbffr