Branch Client Experience Leader

Charles Schwab; Bethesda (MD); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbaticals

Health, dental, and vision insurance

Job summary

Charles Schwab in Bethesda, MD is looking for a Client Relationship Manager (CRM) to lead and ensure the operational success of the branch. This position involves cross-functional collaboration and serving as the first point of contact for clients, resolving inquiries and supporting client relationships.

The ideal candidate will possess a Bachelor's degree, have required licenses, and demonstrate significant customer service experience. You will also champion your personal and professional growth as part of Schwab's commitment to continuous learning.

Qualifications

• 3+ years of experience in customer service.
• 3-5 years in a security/financial services capacity.
• Demonstrated experience handling client concerns amicably.

Responsibilities

• Manage daily operational success of the local branch.
• Serve as the first point of contact for clients.
• Assist the Branch Manager and sales/support staff.

Skills

Customer service

Financial acumen

Communication skills

Problem solving

Education

Bachelor's degree or equivalent work experience

Tools

Series 7 license

Series 63 license

Series 9/10 license

Job description

Charles Schwab in Bethesda, MD is looking for a Client Relationship Manager (CRM) to lead and ensure the operational success of the branch. This position involves cross-functional collaboration and serving as the first point of contact for clients, resolving inquiries and supporting client relationships.

The ideal candidate will possess a Bachelor's degree, have required licenses, and demonstrate significant customer service experience. You will also champion your personal and professional growth as part of Schwab's commitment to continuous learning.