Client Relationship Manager - Salt Lake City, UT

Client Relationship Manager - Salt Lake City, UT Holladay, UT Job Details $66,900 - $106,000 a year 16 hours ago Benefits Paid parental leave Employee stock purchase plan Health insurance Dental insurance 401(k) Tuition reimbursement Adoption assistance Parental leave Vision insurance 401(k) matching Sabbatical Qualifications Customer relationship building Management Mid-level Client relationship development Series 7 Supervising experience Bachelor's degree Mentoring Security Financial services Certified Notary Public Training Cross-functional collaboration Escalation handling Financial acumen 2 years Communication skills Series 63 Cross-functional communication Full Job Description Holladay, UT Requisition

ID 2026-120694

Category Retail Branch Position type Regular Pay range USD $66,900.00 - $106,000.00 / Year Application deadline 2026-04-17 Your 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 aClient RelationshipManager,(CRM), youplay an essential and impactful leadership rolethatinforms the daily operational successof the local branch. Youare the first point of contactat the branch and will work cross-functionallywith other branch team members and partners across the firm to deliver exceptional experiences for our clients.

Youwillassistthe Branch Manager and sales/support staff with meeting our clients' needs,resolvingcustomer escalations, helpingto deepen both internal and external client relationships,and actingas the Branch Manager in their absence. Your responsibilities also will include coordinating andmaintainingthe 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 Requiredqualifications Bachelor's degree or equivalent work-related experience A valid and active Series 7 license required A valid and active Series 63 licenserequired 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 Preferredqualifications Notary 2+ years' experience in a management/supervisory capacity Outstanding written and oral communication skillsPrevious experience in a direct client-facing role Strong financial acumen, especially regardingbrokerage regulations and rules that govern clientaccounts Demonstrated experience handling client concerns and issues with tact anddiplomacy 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 workingrelationships 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 Eligible Schwabbies receive Medical, dental and vision benefits 401(k) and employee stock purchase plans Tuition reimbursement to keep developing your career Paid parental leave and adoption/family building benefits Sabbatical leave available after five years of employment