Open jobs in the United States

Save this search

Added 12 mins ago
Infrastructure Engineer
Charles Schwab Inc.
Southlake, TX · Austin, TX
Added 41 mins ago
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab Inc.
Los Angeles, CA
Added 41 mins ago
VP, Financial Consultant - New York, NY (Upper West Side)
Charles Schwab Inc.
New York City, NY
Added 41 mins ago
VP, Financial Consultant - New York, NY (Flatiron)
Charles Schwab Inc.
New York, NY
Added 3 hours ago
Client Service Manager Personal Choice Investment Services
Charles Schwab Inc.
Richfield, OH · Westlake, TX
Added 3 hours ago
UX Product Designer Retirement Plan Services
Charles Schwab Inc.
Austin, TX · Westlake, TX · Richfield, OH
Added 16 hours ago
Business Unit Risk Manager Workplace Services
Charles Schwab Inc.
Westlake, TX · Richfield, OH · Austin, TX · Phoenix, AZ
Added 1 day ago
Senior Conversion Manager Retirement Plan Services
Charles Schwab Inc.
Westlake, TX · Austin, TX · Richfield, OH
Added 2 days ago
Director, Offer Product Management, Retirement Plan Services (PL)
Charles Schwab Inc.
Austin, TX · Westlake, TX · Lone Tree, CO · Richfield, OH
Added 2 days ago
Sr. Manager, HR Business Partner
Charles Schwab Inc.
Westlake, TX · Orlando, FL
Added 2 days ago
Production Support Data Engineer
Charles Schwab Inc.
Southlake, TX · Austin, TX
Added 2 days ago
Senior Digital Product Owner Equity Compensation Platform
Charles Schwab Inc.
Westlake, TX · Austin, TX · Richfield, OH · Phoenix, AZ · Omaha, NE · Orlando, FL
Added 2 days ago
Sr. Specialist, Bank Finance
Charles Schwab Inc.
Lone Tree, CO
Added 2 days ago
Sr. Specialist, Business Process Audits & SOX Compliance
Charles Schwab Inc.
Lone Tree, CO
Added 2 days ago
Manager, Finance
Charles Schwab Inc.
Westlake, TX · Lone Tree, CO · Austin, TX
Added 2 days ago
HR Data Reporting & Analytics Manager
Charles Schwab Inc.
Westlake, TX · Lone Tree, CO · Austin, TX
Added 2 days ago
Senior Banker
Charles Schwab Inc.
Westlake, TX · Austin, TX · Omaha, NE · Orlando, FL · Raleigh, NC · Kansas City, MO · Richfield, OH · New York, NY · Chicago, IL · Indianapolis, IN
Added 2 days ago
Client Service Manager Retirement Plan Services
Charles Schwab Inc.
Westlake, TX · Austin, TX · Richfield, OH · Phoenix, AZ
Added 2 days ago
Angular / C# / Python Full Stack Developer
Charles Schwab Inc.
Austin, TX
Added 2 days ago
Sr. Manager, SWA Tax Trust and Estate Specialist
Charles Schwab Inc.
Westlake, TX
Added 2 days ago
Financial Consultant Partner- Omaha, NE (Retail Branch)
Charles Schwab Inc.
Omaha, NE
Added 2 days ago
Senior Manager, Digital Product Management
Charles Schwab Inc.
Westlake, TX · Austin, TX · Orlando, FL · Lone Tree, CO
Added 2 days ago
Marketing Manager, Trading Products
Charles Schwab Inc.
Westlake, TX · Austin, TX · Omaha, NE
Added 3 days ago
Investment Consultant- La Jolla, CA
Charles Schwab Inc.
La Jolla, CA
Added 3 days ago
Client Relationship Specialist - Upland, CA
Charles Schwab Inc.
Upland, CA

Charles Schwab Inc.

Manager, Client Relationship Support- Sunnyvale, CA

Sunnyvale, CA, United States

Apply About employer

Applications open in a new tab.

Job details

Apply by: Nov 13, 2026
Posting language: English
Posted: Oct 26, 2026

Original job description

Your Opportunity

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 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.

Why you’re set up for success: You’ll operate in a highly collaborative branch environment where strong partnerships and shared accountability drive results. With direct exposure to both client interactions and operational leadership, you’ll build a well-rounded skill set that strengthens your ability to influence client outcomes, optimize processes, and support team performance.

Schwab Training and Development

Completes Schwab’s corporate training program focused on supervision, employee evaluation, and leadership to build foundational management and coaching capabilities.
Your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch leaders, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.

Career Pathing

The Client Relationship Manager role provides a strong foundation for career growth at Schwab. Our “choose your own adventure” approach empowers you to explore paths aligned to your strengths. Through ongoing development, mentorship, and exposure to both client and operational excellence, you’ll have the flexibility to shape a career path that reflects your skills, interests, and long-term goals.

Competitive Compensation

In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

What you have

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

The skills you bring:

Client Relationship Management: Build trusted client relationships, communicate proactively, and resolve concerns with sound judgment.

Attention to Detail: Manage workflows accurately, prioritize competing demands, and uphold operational standards.

Communication: Communicate clearly across audiences and navigate client and team interactions effectively.

Managing Performance: Coach team members, foster collaboration, and help drive branch performance and service excellence.

Apply About employer

More about this job

Skills

Leadership
Workflow
Coaching
Attention to detail
Communication skills
Collaboration

Report this job