Manager, Client Relationship Support – Irvine, CA

Charles Schwab; Irvine (CA); On-site; USD 70,000 - 110,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Irvine is seeking a Client Relationship Manager to lead branch operations, mentor staff, and serve as acting Branch Manager in their absence. You will coordinate paperwork, drive exceptional client experiences, and collaborate with teams across the firm to address client needs.

The role emphasizes mentorship, process improvement, and timely resolution of escalations. You will work with sales/support and ensure regulatory compliance while fostering cross-enterprise relationships.

Qualifications

• Bachelor 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

• Lead branch operations and mentor client service professionals.
• Serve as the Branch Manager in their absence and coordinate cross-functional work with sales/support and partners across the firm.
• Coordinate and maintain branch paperwork and operations flow, and implement new processes adopted by the firm.

Skills

Customer service

Leadership

Education

Bachelor's degree

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