Strategic Client Relationship Lead - Finance Services
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-07-06
Listing for:
Charles Schwab
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
-
Management
Job Description & How to Apply Below
Charles Schwab is seeking a Client Relationship Manager in Boca Raton, Florida, to lead and support branch operations. This role involves direct client interaction, crisis resolution, and managing workflows.
The ideal candidate will possess a Bachelor’s degree, Series 7 and 63 licenses, and at least 3 years of customer service experience, ideally within financial services. Competitive benefits include 401(k), paid parental leave, and tuition reimbursement.
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