Client Relationship Manager - Brookfield, WI

Charles Schwab • BROOKFIELD, WI, United States • 19h ago

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 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 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, 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.

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)

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 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

What’s in it for you

At 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 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

Unlock New Opportunities

Upload Your Resume and Get Discovered by Leading Employers

Create a Free Account

Related Jobs

Youth Development Specialist - Relocation to Hershey, PA Required

Milton Hershey School • Full-time • West Allis, United States • 6h ago

Description: Milton Hershey School (MHS) is one of the world's best private schools, where students in pre-K through 12th grade from disadvantaged backgrounds receive an exceptional career-focused education with housing,...

6h ago

Apply

Locum | Physician Radiology

CompHealth • Full-time • Milwaukee, WI, US • $340 - $365 / year • 10h ago

Healthcare & Pharmaceutical #GZ1 Apply Onsite

Some locum assignments can be as short as a day, others, years. Some are far from home, others are local. Whatever it is you're looking for, we offer true opportunities, not just postings. CompHealth goes far beyond a jo...

10h ago

Apply

Licensed Practical Nurse (LPN) - $5,000 Bonus

Biolife Plasma Services • Full-time • Milwaukee, WI, US • $47k - $56k / year • 10h ago

Healthcare & Pharmaceutical #GZ1 Nurse Apply Onsite

By clicking the “Apply” button, I understand that my employment application process with Takeda will commence and that the information I provide in my application will be processed in line with Takeda’s Privacy Notice an...

10h ago

Apply

Licensed Psychiatric Mental Health Nurse Practitioner

Headway • Full-time • milwaukee, wi, us • 14h ago

Healthcare & Pharmaceutical Nurse

" Licensed Psychiatric Nurse Practitioner Wage: Between $89-$203 an hour Did you know that you can build a flexible private practice on your terms as a psychiatric nurse practitioner? Whether you want to see patients alo...

14h ago

Apply

Licensed Clinical Psychologist

Headway • milwaukee, wi, us • 14h ago

Healthcare & Pharmaceutical

Remote Licensed Clinical Psychologist Wage: Between $90-$174 an hour Are you a Licensed Clinical Psychologist looking to launch a private practice, or grow your existing practice? Headway can help you earn more through i...

14h ago

Apply