Manager, Client Relationship Support - San Mateo, CA
On-siteSan Mateo, California, United States
Job Summary
Deliver a consistent, high-quality client experience in a direct client-facing capacity while coordinating across teams and ensuring operational accuracy. Resolve complex client needs with empathy and professionalism, using emotional intelligence to navigate escalations and support team collaboration. Coach team members to drive performance, reinforce service excellence, and promote accountability within the branch. Complete Schwab's corporate training program focused on supervision and leadership, then collaborate with branch leaders and mentors for ongoing development. Maintain FINRA Series 7 and 63 licenses, with Series 9 and 10 required during tenure.
Required Qualifications
- A valid and active FINRA Series 7 and 63 license
- Currently hold or obtain the FINRA Series 9 and 10 license
Desired Qualifications
- Relevant financial services or client-facing experience with 2+ years in a management or supervisory role
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