Manager, Client Relationship Support- Torrance, CA
Company: Charles Schwab
Location: Torrance
Posted on: October 10, 2024
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Job Description:
Position Type: RegularYour opportunity 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 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 regardingbrokerage
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 benefits
package 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 --s-p-m1-- By applying, you consent to your
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Keywords: Charles Schwab, Azusa , Manager, Client Relationship Support- Torrance, CA, Executive , Torrance, California
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