Client Relationship Manager - Naperville, IL
Company: Charles Schwab
Location: Bolingbrook
Posted on: January 19, 2023
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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 extremely 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: - -Managing, coaching, 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. - -To learn more about the culture at Schwab, click here to
- -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 securities/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 -Need be able to build and maintain good cross
enterprise working relationships - -Why work for us?Own Your
Tomorrow embodies everything we do! We are committed to helping our
employees ignite their potential and achieve their dreams. Our
employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.Benefits: A competitive and flexible
package designed to empower you for today and tomorrow. We offer a
competitive and flexible package designed to help you make the most
of your life at work and at home-today and in the future. Explore
.Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click to see the policy. Schwab is an
affirmative action employer, focused on advancing women, racial and
ethnic minorities, veterans, and individuals with disabilities in
the workplace. If you have a disability and require reasonable
accommodations in the application process, contact Human Resources
at or call .TD Ameritrade, a subsidiary of Charles Schwab, is an
Equal Opportunity Employer. At TD Ameritrade we believe People
Matter. We value diversity and believe that it goes beyond all
protected classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Bolingbrook , Client Relationship Manager - Naperville, IL, Executive , Bolingbrook, Illinois
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