Charles Schwab · 11 hours ago
Manager, Client Service - WAMS
US-FL-Naples
Full-time
Onsite
Entry, Mid Level
$74K/yr - $94K/yr
2+ years expCharles Schwab is a financial services company focused on transforming the finance industry. The Client Service Manager will provide exceptional service to clients and advisors, primarily focusing on onboarding for Schwab Personalized Indexing and fostering strong advisory relationships.
Financial Services
Responsibilities
Provide outstanding client service while demonstrating empathy, professionalism, and strong problem-solving skills
Serve as a primary point of contact for client inquiries, ensuring timely and accurate resolution
Anticipate client needs and proactively follow up on pending items to prevent delays or service gaps
Demonstrate excellent communication and follow-through to foster trust and satisfaction
Collaborate and Support Relationship Managers and Sales Team on new wealth manager onboarding, account openings, and ongoing account maintenance
Lead onboarding efforts for new wealth managers, ensuring a smooth integration into systems and processes
Mentor and train Client Service Specialists helping foster team growth and efficiency
Navigate multiple competing priorities while meeting internal deadlines and maintaining service excellence
Participate in internal service initiatives, cross-functional work groups, and process improvement efforts
Manage and update contact databases with accurate information
Assist with quarter-end processing, reporting, and preparation of materials for client meetings
Ensure the client interactions and service activities are performed in adherence with regulatory and internal compliance standards
Qualification
Required
A minimum of 2 years of experience in financial services required
Experience in a client facing role
Ability to collaborate with internal partners and work in a team environment
Strong communication and interpersonal skills
Aptitude for complex problem solving
Preferred
Portfolio accounting software knowledge preferred
A savvy user of Salesforce (or other CRM system), Excel, Word, PowerPoint, Microsoft Outlook
Familiarity with Schwab's enterprise platforms and a strong understanding of Schwab Asset Management products preferred
Bachelor's degree preferred
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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