Client Relationship Manager - Carmel, IN
Charles SchwabIndianapolis, IN, US- serp_jobs.job_card.full_time
Position Type : Regular
Your opportunity
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
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)
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
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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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 :
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