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Charles Schwab & Co., Inc Job Title
Client Relationship Manager - Washington, DC

Company
Charles Schwab & Co., Inc

Job Description
Your Opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and lending needs.    To learn more about our client offerings visit: Charles Schwab - Investor Services  What you are good at Building strong, personal relationships with our clients is a key component of our business strategy. Our Client Relationship Manager will pursue this mission through:    Demonstrating the ability to consistently handle client complaints and providing a resolution that meets the needs/wants of the client, the branch and the company.  Deepening ongoing internal and external business partner relationships.  Consistently demonstrating initiative, workplace engagement and leadership.  Delivering a self-directed, unparalleled value and excellent client service.  Assisting the Branch Manager and sales/support staff with meeting our clients\u2019 needs.  Successfully navigating through extremely sophisticated operational issues.  Highly successful with diffusing negative client situations.  Providing acting Branch Manager responsibilities in Branch Manager\u2019s absence.    We are looking for people with a passion for helping clients...You will be responsible for:    Managing, coaching, and developing Branch Client Service Staff.  Coordinating and maintaining the branch paperwork and operations flow.   Implementing, training and support of new processes that are adopted by the firm.  Partnering with internal and external business partners to prepare for a branch audit.  Being a product and service subject matter expert.  Receiving checks, security deposits, check disbursements and new account processing.  Actively uncovering additional business development opportunities.  Scheduling the clients with a Financial Consultant for further consultation.    We believe that our values have helped us to build both a successful business model and an outstanding work environment. We value collaboration, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.    To learn more about the culture at Schwab, click here to meet our people.   What you have We place a premium on high performance, quality service and the ability to execute the Schwab strategy. Essential skills include:    Bachelor's degree or equivalent work related experience  Active and valid FINRA Series 7 required  Active and valid FINRA 63 required   Active and valid Series 9/10 is required  Notary preferred  3-5 years in a securities/financial services capacity  Minimum of 3 years\u2019 experience with customer service  Minimum of 2 years\u2019 experience in a management/supervisory capacity preferred  Actively uncovering additional business development opportunities  Previous experience in a direct client facing role highly preferred  Basic understanding of brokerage regulations and rules that govern client accounts   Demonstrated experience handling client concerns and issues with tact and diplomacy   Outstanding written and oral communication skills   Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously  Need be able to build and maintain good cross enterprise working relationships  


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Location
Washington, DC

More Information

Postal code: 20006





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