Charles Schwab
Client Relationship Manager - Financial Services Lead
Charles Schwab, Goerkes Corner, Wisconsin, United States
A leading financial services firm is seeking a Client Relationship Manager to empower client relationships and enhance operational success at the branch. This impactful role involves assisting the Branch Manager, coordinating daily operations, and mentoring client service professionals. Candidates must hold a Bachelor’s degree along with necessary Series licenses and possess significant experience in customer service and financial services. The firm offers competitive benefits including a 401(k) with company match and paid time off.
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