Branch Client Relationship Lead & Mentor

Charles Schwab; Newport Beach (CA); On-site; USD 85,000 - 120,000; Full time

Job summary

Charles Schwab in Newport Beach, CA is seeking a Client Relationship Manager to lead client service at the branch level. You will collaborate cross-functionally with branch teams and partners across the firm to deliver outstanding experiences, resolve escalations, and deepen client relationships.

You’ll assist the Branch Manager in daily operations, coordinate paperwork, implement new processes, and mentor client service professionals to drive growth and service excellence within the local

Qualifications

• Bachelor’s degree or equivalent work-related experience.
• Active FINRA Series 7, 9/10 and 63 licenses.
• 3 years’ experience with customer service.
• 3-5 years in a security/financial services capacity.

Responsibilities

• Lead branch operations and inform daily operational success.
• Serve as first point of contact and mentor client service professionals.
• Coordinate and maintain branch paperwork and operations flow.
• Implement, train, and support new processes adopted by the firm.

Skills

Customer service

Financial services

Education

Bachelor’s degree or equivalent work-related experience

Job description

Charles Schwab in Newport Beach, CA is seeking a Client Relationship Manager to lead client service at the branch level. You will collaborate cross-functionally with branch teams and partners across the firm to deliver outstanding experiences, resolve escalations, and deepen client relationships.

You’ll assist the Branch Manager in daily operations, coordinate paperwork, implement new processes, and mentor client service professionals to drive growth and service excellence within the local