Manager, Client Relationship Support- Gaithersburg, MD

Charles Schwab; Gaithersburg (MD); On-site; USD 80,000 - 110,000; Full time

Job summary

Charles Schwab is seeking a Client Relationship Manager (CRM) to lead branch operations and deliver exceptional client experiences. You will act as the first contact at the branch, supporting the Branch Manager and cross-functional partners to meet client needs and resolve escalations.

You will coordinate branch paperwork, train staff on new processes, and mentor client service professionals while developing cross-enterprise relationships within Schwab.

Qualifications

• Bachelor degree or equivalent work-related experience.
• Active and valid 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 and inform daily branch operations in partnership with the Branch Manager.
• Resolve client escalations and deepen client relationships.
• Coordinate and maintain branch paperwork and implement new processes.
• Mentor and develop client service professionals within the branch.

Skills

Customer service

Financial services experience

Mentorship potential

Education

Bachelor degree or equivalent work-related experience

Tools

FINRA Series 7

FINRA 9/10

FINRA 63

Job description

Position Type: Regular
Your opportunity

At Schwab, you2re 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 clients7 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

• Bachelor degree or equivalent work-related experience
• Active and valid FINRA Series 7, 9/10 and 63 licenses
• 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 27s in it for you

At Schwab, you9re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

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