What are the responsibilities and job description for the Client Service Representative- Leawood, KS position at Charles Schwab?
Job Description
As a Client Relationship Manager, you will play a pivotal role in informing the daily operational success of the local branch.
You will be the first point of contact at the branch, working cross-functionally with other branch team members and partners across the firm to deliver outstanding client experiences.
Your responsibilities will include coordinating and maintaining branch paperwork and operations flow, as well as implementing, training, and supporting new processes adopted by the firm.
