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Client Relationship Manager - Brookfield, WI

Charles Schwab • BROOKFIELD, WI, United States • 1d ago

Position Type: Regular

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 license required

A valid and active Series 63 license required  (may be obtained within a 90 day condition of employment)

A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition 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 skills Previous experience in a direct client-facing role

Strong financial acumen, especially regarding brokerage 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, 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

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