Client Relationship Manager - Boca Raton, FL

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 operation al 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 experience s for our clients .  You   will  assist   the Branch Manager and sales/support staff with meeting our clients’ needs ,  resolv ing   customer escalations, help ing   to deepen both internal and external client relationships,  and act ing   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.

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    

• 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

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

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