Manager, Client Relationship Support - Irvine, CA

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

• Active and valid FINRA Series 7, 9/10 and 63 licenses

• 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