Client Relationship Manager – Brookfield, WI

Charles Schwab; Town of Brookfield (WI); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation/volunteering

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Wisconsin is seeking a Client Relationship Manager (CRM) to lead branch operations and deliver exceptional client experiences. As the first point of contact, you will mentor staff, resolve escalations, and coordinate branch workflows while supporting the Branch Manager in their absence.

You will be responsible for implementing new processes, maintaining documentation, and fostering cross-functional relationships across the firm to drive client service excellence.

Qualifications

• Bachelor’s degree or equivalent work-related experience.
• Active Series 7, Series 63 and Series 9/10 licenses required (may be obtained within 90 days).
• 3 years’ experience with customer service.
• 3-5 years in a security/financial services capacity.

Responsibilities

• Lead branch operations and mentor staff to deliver exceptional client experiences.
• Resolve client escalations and deepen internal and external client relationships.
• Coordinate and maintain branch paperwork and operations flow, implementing new processes.
• Collaborate with cross-functional partners across the firm to drive client service excellence.

Skills

Series 7 license

Series 63 license

Series 9/10 license

Notary

Leadership experience

Customer service

Education

Bachelor’s degree or equivalent work-related experience

Job description

Position Type: Regular
Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

As a Client Relationship Manager, (CRM), you play an essential and impactful leadership role that informs the daily operational success of the local branch. You are the first point of contact at the branch and will work cross-functionally with other branch team members and partners across the firm to deliver exceptional experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients’ needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting as the Branch Manager in their absence. Your responsibilities also will include coordinating and maintaining the branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth.
What you have

Required qualifications

• Bachelor’s degree or equivalent work-related experience

• A valid and active Series 7 license required

• A valid and active Series 63 license required (may be obtained within a 90 day condition of employment)

• A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)

• 3 years’ experience with customer service

• 3-5 years in a security/financial services capacity

Preferred qualifications

• Notary

• 2 years’ experience in a management/supervisory capacity

• Outstanding written and oral communication skills Previous experience in a direct client-facing role

• Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts

• Demonstrated experience handling client concerns and issues with tact and diplomacy

• Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously

• Ability to build and maintain good cross-enterprise working relationships

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

We offer a competitive that takes care of the whole you — both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance