About this role
Client Relationship Manager - Millburn, NJ at Charles Schwab. Location: Millburn, New Jersey, United States. Role: serving clients, resolving escalations, leading branch Requirements: Bachelor's or equivalent experience; active Series 7 and Series 63; Series 9/10 (or 8) obtainable within 90 days; 3+ years customer service and 3-5 years financial services experience; strong communication and financial acumen. Category: Sales Seniority: Mid Level Certifications: series 7, series 63, series 9, series 10, series 8, notary Commitment: Full Time Workplace: Onsite Languages: English