Client Relationship Manager - Carmel, IN

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

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)

years' experience with customer service

3-5 years in a security / financial services capacity

Preferred

qualifications

Notary

2+ years' 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

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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 :