Manager, Client Relationship Support - San Mateo, CA

Position Type: Regular

Your opportunity

At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial
futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your
skills, and contribute to a client-first culture that drives innovation.

As a Client Relationship Manager, you are a key branch leader responsible for delivering a consistent,
high-quality client experience in a direct client facing capacity. You coordinate across teams, partner
with branch leadership, and ensure operational accuracy, workflow efficiency, and successful execution
of firm and regulatory initiatives.

You strengthen client relationships by resolving complex needs with empathy and professionalism,
while using emotional intelligence to navigate escalations and support team collaboration. You also
drive branch performance by coaching team members, reinforcing service excellence, and promoting
accountability. This role offers the opportunity to expand your leadership impact while building
expertise in client relationship management, operations, and performance in a fast-paced
environment.

Why you’re set up for success
You’ll operate in a highly collaborative branch environment where strong partnerships and shared
accountability drive results. With direct exposure to both client interactions and operational leadership,
you’ll build a well-rounded skill set that strengthens your ability to influence client outcomes, optimize
processes, and support team performance.

• Schwab Training and Development
Completes Schwab’s corporate training program focused on supervision, employee evaluation,
and leadership to build foundational management and coaching capabilities.
Your individualized development continues through hands-on training and mentorship within
your branch. You’ll collaborate closely with your branch leaders, experienced peers, and
dedicated mentors who provide guidance tailored to your unique background and career goals.

• Career Pathing
The Client Relationship Manager role provides a strong foundation for career growth at
Schwab. Our “choose your own adventure” approach empowers you to explore paths
aligned to your strengths. Through ongoing development, mentorship, and exposure to both
client and operational excellence, you’ll have the flexibility to shape a career path that reflects
your skills, interests, and long-term goals.

• Competitive Compensation
In addition to base pay, this role offers bonus and incentive opportunities tied to
performance.

What you have

The expertise you bring:
• A valid and active FINRA Series 7 and 63 license required
• Currently hold or obtain the FINRA Series 9 and 10 license as it will be required during your
tenure on the job
• Relevant financial services or client-facing experience with 2+ years in a management or
supervisory role preferred

The skills you bring:

• Client Relationship Management
Ability to build and deepen trusted client relationships through proactive communication,
responsiveness, and a focus on delivering consistent, high-quality experiences
Demonstrated experience resolving client concerns with professionalism, sound judgment, and
a strong focus on outcomes

• Attention to Detail
Strong attention to detail with the ability to manage workflows, ensure accuracy, and uphold
operational and regulatory standards
Ability to prioritize competing demands and execute with precision in a fast-paced
environment

• Communication
Effective written and verbal communication skills, with the ability to adapt style to different
audiences and situations
Emotional intelligence to navigate complex client interactions, support team collaboration, and
foster a positive branch environment

• Managing Performance
Ability to coach, mentor, and support team members to drive performance and elevate client
service delivery
Strong collaboration skills with the ability to build cross-enterprise partnerships and contribute
to shared branch success

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