Client Relationship Manager - Millburn, NJ

Pay range: USD $32.79 - $67.07 / Hour

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.

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.

• 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 of experience with customer service
• 3-5 years in a security/financial services capacity

• Notary
• 2+ years of 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

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.

• 401(k) with company match and Employee Stock Purchase Plan
• Paid time for vacation, volunteering, and a 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