Client Relationship Manager - Sacramento, CA
Company: Charles Schwab
Location: West Sacramento
Posted on: May 24, 2023
|
|
Job Description:
Position Type: RegularYour OpportunityOur branch network is part
of the broader Investor Services organization and is primarily
responsible for providing advice and counsel to individuals and
families with their financial needs, including retirement planning,
educational planning, investment management, estate planning,
active investing, managed banking, and lending needs. - - - -To
learn more about our client offerings visit: - -What you are good
atBuilding strong, personal relationships with our clients is a key
component of our business strategy. Our Client Relationship Manager
will pursue this mission through: - - - -Demonstrating the ability
to consistently handle client complaints and providing a resolution
that meets the needs/wants of the client, the branch and the
company. - -Deepening ongoing internal and external business
partner relationships. - -Consistently demonstrating initiative,
workplace engagement and leadership. - -Delivering a self-directed,
unparalleled value and excellent client service. - -Assisting the
Branch Manager and sales/support staff with meeting our clients'
needs. - -Successfully navigating through very sophisticated
operational issues. - -Highly successful with diffusing negative
client situations. - -Providing acting Branch Manager
responsibilities in Branch Manager's absence. - - - -We are looking
for people with a passion for helping clients...You will be
responsible for: - - - -Leading, mentoring, and developing Branch
Client Service Staff. - -Coordinating and maintaining the branch
paperwork and operations flow. - -Implementing, training and
support of new processes that are adopted by the firm. -
-Partnering with internal and external business partners to prepare
for a branch audit. - -Being a product and service subject matter
expert. - -Receiving checks, security deposits, check disbursements
and new account processing. - -Actively uncovering additional
business development opportunities. - -Scheduling the clients with
a Financial Consultant for further consultation. - - - -We believe
that our values have helped us to build both a successful business
model and an outstanding work environment. We value collaboration,
integrity, service, open communication, and perseverance. If you
want to work at a firm that truly values your contributions,
consider a career at Charles Schwab. - -What you haveWe place a
premium on high performance, quality service and the ability to
execute the Schwab strategy. Essential skills include: - - -
-Bachelor's degree or equivalent work-related experience - -Active
and valid FINRA Series 7 required - -Active and valid FINRA 63
required - -Active and valid Series 9/10 is required - -Notary
preferred - -3-5 years in a security/financial services capacity -
-Minimum of 3 years' experience with customer service - -Minimum of
2+ years' experience in a management/supervisory capacity preferred
- -Actively uncovering additional business development
opportunities - -Previous experience in a direct client facing role
highly preferred - -Basic understanding of brokerage regulations
and rules that govern client accounts - -Demonstrated experience
handling client concerns and issues with tact and diplomacy -
-Outstanding written and oral communication skills - -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.
Keywords: Charles Schwab, West Sacramento , Client Relationship Manager - Sacramento, CA, Executive , West Sacramento, California
Click
here to apply!
|