Talent.com
Manager, Client Relationship Support- Gaithersburg, MD
Manager, Client Relationship Support- Gaithersburg, MDCharles Schwab • GAITHERSBURG, MD, United States
[error_messages.no_longer_accepting]
Manager, Client Relationship Support- Gaithersburg, MD

Manager, Client Relationship Support- Gaithersburg, MD

Charles Schwab • GAITHERSBURG, MD, United States
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Position Type : Regular

Your opportunity

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.

As a Client Relationship Manager , (CRM) , you play an essential and impactful leadership role that informs the daily operation al 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 experience s for our clients . You will assist the Branch Manager and sales / support staff with meeting our clients’ needs , resolv ing customer escalations, help ing to deepen both internal and external client relationships, and act ing 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. This is a role where you can bring your passion for mentorship and developing client service professionals to a firm that will value your contributions and champion your growth.

What you have

Required qualifications

  • ","469777815" : "hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1">
  • Bachelor's degree or equivalent work-related experience

  • ","469777815" : "hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1">
  • Active and valid FINRA Series 7, 9 / 10 and 6 3 licenses

  • ","469777815" : "hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1">
  • 3 + years’ experience with customer service

  • ","469777815" : "hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="4" data-aria-level="1">
  • 3-5 years in a security / financial services capacity

    • Preferred qualifications

  • ","469777815" : "hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="1" data-aria-level="1">
  • Notary

  • ","469777815" : "hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="2" data-aria-level="1">
  • 2+ years’ experience in a management / supervisory capacity

  • ","469777815" : "hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="3" data-aria-level="1">
  • Outstanding written and oral communication skills Previous experience in a direct client-facing role

  • ","469777815" : "hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="4" data-aria-level="1">
  • Strong financial acumen, especially regarding brokerage regulations and rules that govern client accounts

  • ","469777815" : "hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="5" data-aria-level="1">
  • Demonstrated experience handling client concerns and issues with tact and diplomacy

  • ","469777815" : "hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="6" data-aria-level="1">
  • Ability to work independently and effectively as part of a team, while prioritizing multiple tasks and responsibilities simultaneously

  • ","469777815" : "hybridMultilevel"}" aria-setsize="-1" data-aria-posinset="6" data-aria-level="1">
  • Ability to build and maintain good cross - enterprise working relationships

    • What’s in it for you

    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.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future :

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 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
    • [job_alerts.create_a_job]

    Client Relationship Manager • GAITHERSBURG, MD, United States

    [internal_linking.related_jobs]
    Pharmacy Relationship Manager

    Pharmacy Relationship Manager

    America's Pharmacy Group, LLC • NO POTOMAC, MD, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Whether you are working in a Pharmacy, a seasoned healthcare sales expert, or aspiring to break into the Medical Sales industry, Healthcare Marketing Group, LLC provides an excellent opportunity fo...[show_more]
    [last_updated.last_updated_30]
    Senior Client Engagement Manager (West Coast)

    Senior Client Engagement Manager (West Coast)

    EPAM Systems • McLean, VA, United States
    [job_card.full_time]
    Are you ready to make a significant impact and accelerate your career? EPAM is seeking a.Senior Client Engagement Manager. West Coast by developing compelling, market-relevant pitches and proposals ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Manager, Compensation Consulting

    Senior Manager, Compensation Consulting

    RSM US LLP • McLean, VA, United States
    [job_card.full_time]
    We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their ful...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist (OT) - $2,150 per week in Clinton, MD

    Travel Occupational Therapist (OT) - $2,150 per week in Clinton, MD

    AlliedTravelNetwork • Germantown, Maryland, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Core Medical Group to find a qualified Occupational Therapist (OT) in Clinton, Maryland, 20735!. Client in MD seeking Occupational Therapist : LTC / SNF.We are looki...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Provider Partnerships Manager (Territory Sales)

    Provider Partnerships Manager (Territory Sales)

    Nourish • Frederick, MD, US
    [job_card.full_time]
    Nourish is on a mission to improve people's health by making it easy to eat well.Nutrition-related chronic disease is the largest and most overlooked crisis in the world.Food can be medicine : w...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Nurse RN - Case Manager - $1,824 per week in Baltimore, MD

    Travel Nurse RN - Case Manager - $1,824 per week in Baltimore, MD

    TravelNurseSource • Germantown, Maryland, US
    [job_card.full_time]
    TravelNurseSource is working with FlexCare to find a qualified Case Manager RN in Baltimore, Maryland, 21201!.FlexCare is a nationwide leader in the staffing of travel nurses and clinicians.With ac...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Services Associate

    Client Services Associate

    TradeJobsWorkforce • 20598 Alexandria, VA, US
    [job_card.full_time]
    As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including : respond to customer inquiries via phone & in person.Finance to provide...[show_more]
    [last_updated.last_updated_30] • [promoted]
    C&I Relationship Manager IV (Hybrid Central, VA)

    C&I Relationship Manager IV (Hybrid Central, VA)

    Atlantic Union Bank • Manassas Park, VA, United States
    [job_card.full_time]
    The C&I Relationship Manager IV assumes the overall responsibility, development and management of their borrowing and non-borrowing portfolio. The Relationship Manager is responsible for marketing a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Clinical Site Relationship Manager

    Clinical Site Relationship Manager

    TFS HealthScience • Gaithersburg, Maryland, .US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Contract Research Organization (CRO) dedicated to partnering with biotechnology and pharmaceutical companies throughout their clinical development journey. Our Clinical Operations team, led by indus...[show_more]
    [last_updated.last_updated_variable_days]
    Relationship Banker - Seven Corners Financial Center

    Relationship Banker - Seven Corners Financial Center

    USA Jobs • Falls Church, VA, US
    [job_card.full_time]
    Relationship Banker - Seven Corners Financial Center.To proceed with your application, you must be at least 18 years of age. At Bank of America, we are guided by a common purpose to help make financ...[show_more]
    [last_updated.last_updated_1_hour] • [promoted] • [new]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Clinton, MD

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Clinton, MD

    CompHealth • Germantown, Maryland, US
    [job_card.full_time]
    Interested in this assignment? Or maybe you still have not found what you are looking for? Contact one of our specialty-specific recruiters to get access to our vast network of open jobs, including...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    M&T Bank • Reston, VA, US
    [job_card.full_time]
    Business Banking Relationship Manager.Responsible for an assigned portfolio of loan and deposit relationships with small business clients. Solicit new business; manage risk and credit decisions; and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Business Relationship Management Lead

    Business Relationship Management Lead

    General Dynamics • Falls Church, VA, US
    [job_card.full_time]
    Apply your expertise to advance the mission and optimize our business strategy as a Business Relationship Manager (BRM) at GDIT. Here, you'll support solving some of our clients' biggest challenges ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Account Arrangement Specialist

    Client Account Arrangement Specialist

    Cooley LLP • Reston, VA, United States
    [job_card.full_time]
    Client Account Arrangement Specialist.Cooley is seeking a Client Account Arrangement Specialist to join the Accounting team. The Client Account Arrangement Specialist will provide support to the Cli...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    TurboTax Remote Client Support Specialist

    TurboTax Remote Client Support Specialist

    TurboTax • Manassas, Virginia
    [filters.remote]
    [job_card.full_time]
    Work from home with TurboTax Product Expert.Get a $405 Certification bonus³.Work from home & set your own flexible schedule between 8am EST and 12am midnight EST Monday to Sunday⁴.Earn an ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Client Services Manager

    Client Services Manager

    BAYADA Home Health Care • Gaithersburg, MD, US
    [job_card.full_time]
    BAYADA Home Health Care has an immediate opening for a Client Services Manager in our Gaithersburg, MD Assistive Care Office. If you are looking for an exciting career opportunity in a growing indus...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Consulting Manager, VCA Managed Services - Technology

    Client Consulting Manager, VCA Managed Services - Technology

    Visa • Ashburn, Virginia, United States
    [job_card.full_time]
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $2,070 per week in Clinton, MD

    Travel Physical Therapist (PT) - $2,070 per week in Clinton, MD

    Core Medical Group • Germantown, Maryland, US
    [job_card.full_time]
    Client in MD seeking Physical Therapist : Outpatient / Clinic.We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract / travel role.Contract / travel...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]