Full-Time
Client Relationship Manager
Bethesda, MD
Updated on 8/17/2026
Charles Schwab
10,001+ employees
Brokerage, banking, and financial advisory services.
No salary listed
Bethesda, MD, USA
In Person
Bachelor's
 Finance & Banking (1) |
|---|
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- A Bachelor's degree or equivalent work-related experience is required.
- A valid and active Series 7 license is required.
- A valid and active Series 63 license is required.
- A valid and active Series 9/10 (8) license is required and may be obtained within 90 days of employment.
- At least 3 years of customer service experience is required.
- Three to five years of experience in a securities or financial services capacity is required.
- Serve as the first point of contact at the branch and work cross-functionally with branch team members and firm partners to deliver client experiences.
- Assist the Branch Manager and sales and support staff with meeting client needs and resolving customer escalations.
- Help deepen internal and external client relationships.
- Act as the Branch Manager in the Branch Manager's absence.
- Coordinate and maintain branch paperwork and operational workflow.
- Implement, train, and support new processes adopted by the firm.
- Mentor and develop client service professionals.
- A Notary qualification is preferred.
- At least 2 years of experience in a management or supervisory capacity is preferred.
- Outstanding written and oral communication skills are preferred.
- Previous experience in a direct client-facing role is preferred.
- Strong financial acumen, especially regarding brokerage regulations and rules governing client accounts, is preferred.
- Demonstrated experience handling client concerns and issues with tact and diplomacy is preferred.
- Ability to work independently and effectively as part of a team while prioritizing multiple tasks and responsibilities simultaneously is preferred.
- Ability to build and maintain good cross-enterprise working relationships is preferred.
Charles Schwab offers brokerage, banking, and financial advisory services through its subsidiaries, serving individual investors (including international clients) with access to the U.S. financial markets. Its core products include brokerage and retirement accounts, and online trading, supported by advisory and wealth-management offerings. The service model combines trading, banking, and advisory fees across multiple channels to meet clients where they are. Schwab differentiates itself by a client-centric focus that emphasizes user education and tailored support, enabling people to manage investments, banking needs, and retirement planning in one integrated platform. The company’s goal is to help clients access U.S. financial markets and grow their assets through a comprehensive, educational, and service-oriented financial ecosystem.
Company Size
10,001+
Company Stage
IPO
Headquarters
San Francisco, California
Founded
1973
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Simplify's Take
What believers are saying
- July 2026 revenue hit $7.1 billion, up 21%, with $120 billion core net new assets.
- Schwab opened 1.4 million brokerage accounts in Q2 2026, proving strong retail acquisition.
- Hyderabad expansion to 2,000 employees by 2027 lowers costs and accelerates product delivery.
What critics are saying
- Net interest income stays exposed to cash migration; a 2026 rate-cut cycle compresses spreads.
- Cboe prediction markets invite FINRA and SEC scrutiny, delaying Schwab’s binary-options rollout.
- Robinhood and Fidelity pressure pricing and engagement, eroding Schwab’s trading and advisory margins.
What makes Charles Schwab unique
- Schwab combines brokerage, banking, and advisor custody across $13.08 trillion client assets.
- Its Hyderabad center in 2026 insources technology work, strengthening control over core infrastructure.
- Schwab’s platform wins active traders and advisors with custody, retirement, and SMA breadth.
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Growth & Insights and Company News
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↑ 0%The Charles Schwab Corporation is establishing a global capability centre in Hyderabad, India, planning to grow it to approximately 2,000 employees by the end of 2027. The centre will begin with about 500 hires in the first year. The facility will support Schwab's US operations through technology, engineering, and operational work. The company also intends to bring some technology work currently handled by external contractors in India in-house. The expansion aims to control costs by tapping into India's skilled technology workforce, which can be more cost-effective than hiring in the US. The centre will focus on technology development and engineering, potentially giving Schwab greater control over its technology infrastructure and reducing dependence on outside contractors. However, questions remain about whether the company needs 2,000 additional employees long-term, given AI's increasing role in automating back-office work.
Charles Schwab has opened a global capability centre in Hyderabad and plans to expand its workforce there to around 2,000 employees by the end of 2027. The company will hire roughly 500 staff in the first year, with the centre handling technology development, engineering and operational support for its US operations. The move contrasts with broader industry trends. Standard Chartered has indicated its Indian back-office roles will be affected by restructuring, whilst Wells Fargo has suggested AI could eventually reduce workforce numbers. A consulting firm analyst noted that established firms are using AI to optimise headcount, whilst newer entrants continue building teams. India hosts over 2,100 such centres employing approximately 2.36 million people, with financial firms representing a quarter of that workforce.
Charles Schwab Corporation has completed a $2.6 billion debt offering, issuing two tranches of fixed-to-floating rate senior notes. The company sold $1.25 billion of 5.108% notes due 2032 and $1.35 billion of 5.655% notes due 2037. The offering was led by BofA Securities, Citigroup Global Markets, Morgan Stanley, TD Securities and Wells Fargo Securities as joint bookrunning managers. Charles Schwab is a savings and loan holding company that provides wealth management, securities brokerage, banking, asset management and financial advisory services through its subsidiaries. The firm serves individual investors and independent investment advisors. Simpson Thacher represented the underwriters in the transaction, with a team led by Roxane Reardon.
Charles Schwab is recruiting a director to lead its long-short separately managed account initiative, according to a job posting. The role involves building a team focused on long-short SMAs and coordinating the business companywide. The move reflects growing interest in these strategies among wealthy investors seeking to diversify concentrated stock positions whilst avoiding large tax bills. Long-short strategies performed exceptionally well for Schwab in Q2, helping drive overall revenue 21% higher year over year. Other firms are also expanding in this space. Neuberger Berman added long-short tax managed strategies to its platform in June, whilst WisdomTree launched a related ETF in January. Despite the push, Schwab introduced limitations in April, capping long-short SMAs at 30% of an adviser's total assets held at the firm.
Charles Schwab declared a quarterly cash dividend of $0.32 per common share, payable in August and September 2026. The company's Q3 2026 Retail Client Sentiment Report showed a sharp rise in bullish sentiment and strong appetite among active traders to buy market dips. Orion recently rolled out fractional share trading for advisors on Schwab's custody platform. This helps independent advisors deploy more client cash within Schwab's ecosystem, potentially supporting higher engagement. Schwab's narrative projects $32.3 billion in revenue and $12.9 billion in earnings by 2029, requiring 9.1% yearly revenue growth. Analysts' fair value estimate stands at $116.16, representing a 9% upside to the current price. Cautious analysts forecast $29.3 billion in revenue and $12.7 billion in earnings by 2029, considerably below consensus estimates.