Branch Client Relationship Leader

Charles Schwab Corporation; Oakland (CA); On-site; USD 90,000 - 120,000; Full time

Job summary

Charles Schwab Corporation in Oakland is seeking a Client Relationship Manager to lead client experiences, coordinate across teams, and partner with branch leadership to ensure operational excellence.

You will strengthen client relationships through empathetic, professional service, coach teammates, and drive branch performance in a fast-paced, client-facing environment while advancing your leadership and industry knowledge.

Qualifications

• FINRA Series 7 and 63 licenses required.
• Currently hold or obtain FINRA Series 9 and 10 license during tenure.
• 2+ years in a management or supervisory role preferred.

Responsibilities

• Deliver a consistent, high-quality client experience in a direct client-facing capacity.
• Coordinate across teams and partner with branch leadership to ensure operational accuracy and workflow efficiency.
• Coach team members, reinforce service excellence, and promote accountability to drive branch performance.
• Support leadership in executing firm and regulatory initiatives while fostering collaboration in a fast-paced environment.

Skills

Client Relationship Management

Attention to Detail

Communication

Managing Performance

Job description

Charles Schwab Corporation in Oakland is seeking a Client Relationship Manager to lead client experiences, coordinate across teams, and partner with branch leadership to ensure operational excellence.

You will strengthen client relationships through empathetic, professional service, coach teammates, and drive branch performance in a fast-paced, client-facing environment while advancing your leadership and industry knowledge.