Client Relationship Manager - Millburn, Nj at Charles Schwab

Position Client Relationship Manager - Millburn, Nj
Posted 19 Jul 2026
Expired 18 Aug 2026
Company Charles Schwab
Location United States | US
Job Type Full Time

Job Description:

Latest job information from Charles Schwab for the position of Client Relationship Manager - Millburn, Nj. If the Client Relationship Manager - Millburn, Nj vacancy in United States matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Charles Schwab for the position of Client Relationship Manager - Millburn, Nj below matches your qualifications.

Position Type: RegularYour 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 operational 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 experiences for our clients. You will assist the Branch Manager and sales/support staff with meeting our clients’ needs, resolving customer escalations, helping to deepen both internal and external client relationships, and acting 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)
  • 3+ 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
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:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Job Info:

  • Company: Charles Schwab
  • Position: Client Relationship Manager - Millburn, Nj
  • Work Location: United States
  • Country: US

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Client Relationship Manager - Millburn, Nj at the office United States above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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