Manager, Client Relationship Support- Gaithersburg, MD

Charles Schwab; Gaithersburg (MD); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off

Parental leave

Family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Gaithersburg, MD is seeking a Client Relationship Manager to lead branch operations and deliver exceptional client experiences. You will be the first point of contact, working with branch teams and partners to resolve issues, deepen relationships, and mentor staff.

You’ll also coordinate paperwork and roll out new processes with the firm. Qualified candidates bring a Bachelor’s degree, active FINRA licenses, and 3–5 years in financial services with strong communication and

Qualifications

• Bachelor’s degree or equivalent work-related experience.
• Active FINRA Series 7, 9/10 and 63 licenses.
• 3 years’ experience with customer service.
• 3-5 years in a security/financial services capacity.

Responsibilities

• Inform the daily operational success of the branch as the CRM.
• Assist Branch Manager and staff with client needs and escalations.
• Deepen client relationships and coordinate cross-functional work.
• Coordinate branch paperwork and operations flow.
• Implement, train, and support new processes across the firm.
• Mentor and develop client service professionals.

Skills

Customer service

Leadership

Communication

Team collaboration

Notary

Education

Bachelor's degree

FINRA licenses (Series 7, 9/10, 63)

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

• 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’s in it for you

At Schwab, you’re 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