Client Relationship Leader, Branch Operations

Charles Schwab; Sunnyvale (CA); Vor Ort; USD 60.000 - 108.000; Vollzeit

Benefits dieser Stelle

401(k) with company match and Employee

Stock purchase plan

Paid time off and sabbatical benefits

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Zusammenfassung

Charles Schwab in Sunnyvale, CA is seeking a Client Relationship Manager to lead client experience in a branch setting. You will coordinate across teams, partner with leadership, and ensure operational accuracy while executing firm and regulatory initiatives.

The role emphasizes coaching team members, improving service quality, and strengthening client relationships in a fast-paced environment. A strong emphasis is placed on empathy, clear communication, and performance management.

Qualifikationen

• A valid and active FINRA Series 7 and 63 license required.
• Currently hold or obtain FINRA Series 9 and 10 license as it will be required during tenure.
• Relevant financial services or client-facing experience with 2+ years in a management or supervisory role preferred.

Aufgaben

• Coordinate across teams and partner with branch leadership to ensure client experience quality.
• Coach team members and drive branch performance and service excellence.
• Resolve client needs with empathy, professionalism, and sound judgment.
• Support adherence to firm and regulatory initiatives and ensure operational accuracy.

Kenntnisse

FINRA Series 7 & 63

FINRA Series 9 & 10

Management experience

Jobbeschreibung

Charles Schwab in Sunnyvale, CA is seeking a Client Relationship Manager to lead client experience in a branch setting. You will coordinate across teams, partner with leadership, and ensure operational accuracy while executing firm and regulatory initiatives.

The role emphasizes coaching team members, improving service quality, and strengthening client relationships in a fast-paced environment. A strong emphasis is placed on empathy, clear communication, and performance management.