✦ Luna Orbit — Executive & General Management

Client Relationship Manager - Salt Lake City, UT

at Charles Schwab

Unknown Posted April 16, 2026
Type Full-Time
Experience mid
Exp. Years Not specified
Education Not specified
Category Executive & General Management

As a Client Relationship Manager (CRM), you lead branch operations by being the first point of contact and coordinating with teams and partners to deliver exceptional client experiences. You also resolve customer escalations, maintain branch paperwork and operations flow, and implement and train new processes, acting as the Branch Manager when needed.

  • Serve as the first point of contact at the branch
  • Resolve customer escalations and deepen client relationships
  • Coordinate and maintain branch paperwork and operations flow
  • Implement, train, and support new processes
  • Act as the Branch Manager in their absence

Non-technical leadership role focused on branch operations and client relationship management. No specific technology stack or systems are named in the provided posting text.

The ideal candidate is a leadership-focused Client Relationship Manager (CRM) who can serve as the first point of contact at a branch and coordinate daily operational success. They should have strong experience resolving customer escalations, mentoring client service professionals, and implementing/training new processes to improve client experiences.

Leadership as Client Relationship Manager (CRM)Resolve customer escalationsCoordinate and maintain branch paperwork and operations flowImplementtrainand support new processesAct as Branch Manager in their absence
Client Relationship Manager (CRM)Branch ManagerCustomer escalations resolutionBranch paperwork coordinationOperations flow maintenanceImplementing new processesTrainingMentorshipClient relationshipsCross-functional collaboration
Client Relationship Manager (CRM)Customer escalations resolutionCross-functional collaboration with branch teams and partnersBranch paperwork coordinationOperations flow maintenanceImplementing new processesTraining new processesSupporting new processesActing as Branch Manager in their absence
LeadershipMentorshipDeveloping client service professionalsCommunicationCross-functional collaborationProblem solvingClient relationship buildingCustomer-focused mindset
Industry Banking
Job Function Lead local branch client relationship operations to ensure exceptional client experiences and smooth branch execution.
Role Subtype Customer Success Manager
Client Relationship ManagerClient Relationship Manager (CRM)CRMBranch Managerbranch paperworkoperations flowcustomer escalationsescalationscross-functionallycross-functional collaborationclient relationshipsclient service professionalsmentorshiptrainingimplementing new processesfinancial servicesclient experiencefirst point of contact
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