Manager, Client Relationship Support - San Mateo, CA

At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.

As a Client Relationship Manager, you are a key branch leader responsible for delivering a consistent, high-quality client experience in a direct client facing capacity. You coordinate across teams, partner with branch leadership, and ensure operational accuracy, workflow efficiency, and successful execution of firm and regulatory initiatives.

You strengthen client relationships by resolving complex needs with empathy and professionalism, while using emotional intelligence to navigate escalations and support team collaboration. You also drive branch performance by coaching team members, reinforcing service excellence, and promoting accountability. This role offers the opportunity to expand your leadership impact while building expertise in client relationship management, operations, and performance in a fast-paced environment.

The expertise you bring: • A valid and active FINRA Series 7 and 63 license required • Currently hold or obtain the FINRA Series 9 and 10 license as it will be required during your tenure on the job • Relevant financial services or client-facing experience with 2+ years in a management or supervisory role preferred

• Client Relationship Management Ability to build and deepen trusted client relationships through proactive communication, responsiveness, and a focus on delivering consistent, high-quality experiences Demonstrated experience resolving client concerns with professionalism, sound judgment, and a strong focus on outcomes

• Attention to Detail Strong attention to detail with the ability to manage workflows, ensure accuracy, and uphold operational and regulatory standards Ability to prioritize competing demands and execute with precision in a fast-paced environment

• Communication Effective written and verbal communication skills, with the ability to adapt style to different audiences and situations Emotional intelligence to navigate complex client interactions, support team collaboration, and foster a positive branch environment

• Managing Performance Ability to coach, mentor, and support team members to drive performance and elevate client service delivery Strong collaboration skills with the ability to build cross-enterprise partnerships and contribute to shared branch success