Advisor Platform Support Associate

Charles Schwab Inc.•Phoenix, AZ

3d•$50,000 - $55,000•Onsite

About The Position

Schwab Advisor Services is seeking an Advisor Platform Support Associate to educate, guide, and assist independent investment advisor clients. Associates respond to inbound calls, help clients navigate the website, resolve website-related issues, and recommend solutions that fit client needs. The role emphasizes exceptional client experiences, advocacy, relationship-building, and client loyalty. Associates collaborate with colleagues in a team-oriented environment and receive extensive training and internal support.

Requirements

Ability to work a consistent 8-hour schedule between 8:00 a.m. and 7:00 p.m. Eastern.
1–3 years of customer service experience.
Basic knowledge of computer desktops and website navigation, demonstrated through prior experience and/or education.
Basic knowledge of online and internet services.
Consistent customer service focus.
Effective verbal and written communication.

Nice To Haves

Collaborative, relationship-focused work style with demonstrated success in a team environment.
Effective time management and communication skills.
Positive demeanor, passion, professionalism, and a strong work ethic with a high level of integrity.

Responsibilities

Respond to client inquiries over the phone and educate clients about website navigation.
Ask appropriate questions to understand client issues and advocate for clients.
Provide timely, professional, and courteous website support and problem resolution to Registered Investment Advisor clients.
Recommend solutions that align with clients’ needs when appropriate.
Build strong client and internal relationships by collaborating with a diverse team of professionals.
Respond to calls from an inbound call queue.