Position Type: Regular <h2 class="job-details-subheadline">Your opportunity</h2> <span style="margin: 0px; padding: 0px;" data-ccp-parastyle="Default" data-ccp-parastyle-defn="{"ObjectId":"272499da-5523-5969-b17c-4f82c0ce3910|1","ClassId":1073872969,"Properties":[469775450,"Default",201340122,"2",134233614,"true",469778129,"Default",335572020,"1",469777841,"Charles Modern",469777842,"Charles Modern",469777844,"Charles Modern",469769226,"Charles Modern",335551500,"0",268442635,"24",335559740,"240",201341983,"0",335559739,"0",201342446,"1",201342447,"5",201342448,"1",201342449,"1",469777843,"Calibri",201341986,"1"]}">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. <span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> <span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #0070c0;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> 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. <span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> <h2 class="job-details-subheadline">What you have</h2> Required qualifications<span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> <ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="42" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1">Bachelor's degree or equivalent work-related experience<span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 11pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="42" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1">A valid and active Series 7 license required <span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 11pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="42" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1">A valid and active Series 63 license required  (may be obtained within a 90 day condition of employment) </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 11pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="42" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="4" data-aria-level="1">A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) <span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"134233117":false,"134233118":false,"201341983":0,"335557856":16777215,"335559738":240,"335559739":240,"335559740":240}"> </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="42" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="5" data-aria-level="1">3+ years’ experience with customer service<span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="" data-font="Symbol" data-listid="42" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="6" data-aria-level="1">3-5 years in a security/financial services capacity <span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </li></ul><span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> Preferred qualifications<span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> <ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="·" data-font="Symbol" data-listid="31" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"·","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1">Notary <span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="·" data-font="Symbol" data-listid="31" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"·","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1">2+ years’ experience in a management/supervisory capacity <span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="·" data-font="Symbol" data-listid="31" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"·","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1">Outstanding written and oral communication skills Previous experience in a direct client-facing role<span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="·" data-font="Symbol" data-listid="31" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"·","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="4" data-aria-level="1">Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts<span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="·" data-font="Symbol" data-listid="31" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"·","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="5" data-aria-level="1">Demonstrated experience handling client concerns and issues with tact and diplomacy <span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="·" data-font="Symbol" data-listid="31" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"·","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="6" data-aria-level="1">Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously <span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </li></ul><ul style="margin: 0px; padding: 0px; font-family: verdana;"><li style="margin: 0px 0px 0px 24px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_MSFontService, sans-serif;" data-leveltext="·" data-font="Symbol" data-listid="31" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"·","469777815":"hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="7" data-aria-level="1">Ability to build and maintain good cross-enterprise working relationships<span style="margin: 0px; padding: 0px; font-size: 9pt; font-family: Verdana, Verdana_EmbeddedFont, Verdana_MSFontService, sans-serif; color: #000000;" data-ccp-props="{"201341983":0,"335559739":0,"335559740":240}"> </li></ul> <div class=""><h2 class="job-details-subheadline">What’s in it for you </h2>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 <a href="/summary-of-benefits">benefits package</a> that takes care of the whole you – both today and in the future:<ul><li>401(k) with company match and Employee stock purchase plan</li><li>Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions</li><li>Paid parental leave and family building benefits</li><li>Tuition reimbursement</li><li>Health, dental, and vision insurance</li></ul></div>

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Job description