Manager, Client Relationship Support- Sunnyvale, CA
About The Position
The Manager, Client Relationship Support is a key branch leader who delivers a consistent, high-quality client experience in a direct client-facing role. The position coordinates across teams, partners with branch leadership, and supports operational accuracy, workflow efficiency, and execution of firm and regulatory initiatives. The manager strengthens client relationships by resolving complex needs with empathy and professionalism, using emotional intelligence to navigate escalations and support team collaboration. The role also drives branch performance by coaching team members, reinforcing service excellence, and promoting accountability. The role includes Schwab corporate training focused on supervision, employee evaluation, and leadership, followed by hands-on branch training and mentorship. It offers opportunities to develop expertise in client relationship management, operations, and performance, with ongoing development and flexibility to pursue career paths aligned with individual strengths and goals. In addition to base pay, the role offers bonus and incentive opportunities tied to performance.
Requirements
- Hold a valid and active FINRA Series 7 license.
- Hold a valid and active FINRA Series 63 license.
- Hold or obtain FINRA Series 9 and Series 10 licenses during tenure in the role.
- Build trusted client relationships, communicate proactively, and resolve concerns with sound judgment.
- Manage workflows accurately, prioritize competing demands, and uphold operational standards.
- Communicate clearly across audiences and navigate client and team interactions effectively.
- Coach team members, foster collaboration, and help drive branch performance and service excellence.
Nice To Haves
- Relevant financial services or client-facing experience.
- Two or more years of experience in a management or supervisory role.
Responsibilities
- Deliver a consistent, high-quality client experience in a direct client-facing capacity.
- Coordinate across teams and partner with branch leadership.
- Ensure operational accuracy and workflow efficiency.
- Support successful execution of firm and regulatory initiatives.
- Resolve complex client needs with empathy and professionalism.
- Use emotional intelligence to navigate escalations and support team collaboration.
- Coach team members, reinforce service excellence, and promote accountability to drive branch performance.
- Complete Schwab’s corporate training program focused on supervision, employee evaluation, and leadership.
Benefits
- Bonus and incentive opportunities tied to performance.
- Hands-on training and mentorship within the branch.
- Ongoing development and career pathing opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
