Client Relationship Manager - Wayne, PA
Company: Charles Schwab
Location: Wayne
Posted on: June 25, 2025
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Job Description:
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 - Active and valid FINRA Series 7, 63 and
9/10 licenses (9/10 license(s) may be obtained under a condition of
employment) - (9/10 can be achieved through a 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. 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. 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
Keywords: Charles Schwab, Allentown , Client Relationship Manager - Wayne, PA, Accounting, Auditing , Wayne, Pennsylvania
