Client Relationship Manager, Branch Leader

Charles Schwab; Oakland (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

Charles Schwab in Oakland is seeking a Client Relationship Manager to lead client-facing operations and build strong client relationships. You will coordinate across teams, partner with branch leadership, and ensure accurate, compliant execution of initiatives.

You will coach team members, reinforce service excellence, and promote accountability to drive branch performance in a fast-paced environment.

Qualifications

• A valid and active FINRA Series 7 and 63 license required
• Currently hold or obtain the FINRA Series 9 and 10 license as it will be required during your tenure on the job
• Relevant financial services or client-facing experience with 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 initiative execution
• Coach team members, reinforce service excellence, and drive branch performance with accountability
• Resolve complex client needs with empathy and professionalism while navigating escalations

Skills

Client Relationship Management

Attention to Detail

Communication

Managing Performance

Job description

Charles Schwab in Oakland is seeking a Client Relationship Manager to lead client-facing operations and build strong client relationships. You will coordinate across teams, partner with branch leadership, and ensure accurate, compliant execution of initiatives.

You will coach team members, reinforce service excellence, and promote accountability to drive branch performance in a fast-paced environment.