Client Relationship Manager - Boca Raton, FL

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

• A valid and active Series 7 licenserequired?

• A valid and active Series 63 licenserequired?

• A valid and active Series 9/10 (8) licenserequired(may be obtained within a90 daycondition of employment)

• 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 skillsPrevious experience in a direct client-facing role

• Strong financial acumen, especiallyregardingbrokerage regulations and rules that govern clientaccounts

• Demonstrated experience handling client concerns and issues with tact anddiplomacy

• Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously

• Ability to build andmaintaingood cross-enterprise workingrelationships

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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 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

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at View email address on click.appcast.io or call View phone number on click.appcast.io.