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Client Relationship Manager

Client Relationship Manager — Branch Leader

Job in Bethesda, Montgomery County, Maryland, 20811, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-01-02
Job specializations:
  • Management
    Client Relationship Manager
  • Customer Service/HelpDesk
    Client Relationship Manager
Job Description & How to Apply Below
A leading financial services firm in Bethesda, MD is seeking a Client Relationship Manager to lead customer service efforts at the branch. This role involves supporting the Branch Manager, assisting with client needs, and mentoring junior staff. Key responsibilities include managing branch operations and enhancing client experiences. Candidates should have a Bachelor’s degree, relevant FINRA licenses, and customer service experience.

This position offers competitive benefits including 401(k) matching, health insurance, and tuition reimbursement.
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