Client Relationship Manager

Are you a highly motivated and customer-centric individual looking for a challenging and rewarding career opportunity? Look no further! Charles Schwab is seeking a dynamic Client Relationship Manager to join our team. As a leading financial services company, we pride ourselves on providing exceptional service and building long-lasting relationships with our clients. If you are passionate about delivering top-notch customer service, have a strong financial background, and thrive in a fast-paced environment, we want to hear from you! Join us in helping our clients achieve their financial goals and take the next step in your career with Charles Schwab.

1. Build and maintain strong relationships with clients through exceptional customer service.
2. Provide financial guidance and advice to clients to help them achieve their financial goals.
3. Identify and understand clients' needs and tailor services to meet those needs.
4. Serve as the main point of contact for clients, addressing any inquiries, concerns, or issues in a timely and professional manner.
5. Actively engage with clients to deepen relationships and increase client satisfaction.
6. Collaborate with other team members to ensure seamless and efficient service delivery.
7. Keep up-to-date on industry trends and developments to provide clients with the most relevant and accurate information.
8. Utilize various tools and resources to track and analyze client interactions and identify areas for improvement.
9. Meet and exceed sales goals by proactively promoting products and services to clients.
10. Maintain accurate and detailed records of client interactions and transactions.
11. Stay compliant with company policies and regulations.
12. Continuously seek opportunities to enhance the client experience and provide feedback to management.
13. Participate in training and development programs to expand knowledge and skills.
14. Represent Charles Schwab in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Client Relationship Manager in Leawood, KS, USA is $68,000-$110,000 per year. This can vary depending on factors such as experience, education, and the specific industry or company the individual is working for. Some companies may also offer additional benefits, bonuses, or commission incentives for this role.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.