Advisor Platform Support Associate

Charles Schwab Inc. • Phoenix, AZ

1d • $25 - $27 • Onsite

About The Position

Advisor Platform Support Associates serve as ambassadors of Advisor Services, educating, guiding, and assisting Registered Investment Advisor clients. The role prioritizes exceptional client experiences and loyalty by responding to client inquiries over the phone, helping clients navigate the website, and providing consultative support. Associates troubleshoot common platform and technical issues, document interactions and resolution steps, and collaborate with colleagues to meet client needs. Schwab provides extensive training and internal support.

Requirements

• At least 1 year of customer service experience.
• Experience diagnosing and resolving issues involving websites, software, browser settings, login or access issues, or digital tools.
• Effective verbal and written communication skills, including the ability to clearly explain complex processes or technical concepts.
• A collaborative, relationship-focused work style and demonstrated success in a team environment.
• Effective time management and communication skills, a positive attitude, enthusiasm, professionalism, a strong work ethic, and a high level of integrity.

Responsibilities

• Respond to client inquiries over the phone and educate clients about website navigation.
• Ask questions to understand clients’ needs and advocate for them.
• Troubleshoot website, platform, login, navigation, data access, browser, and system-related issues for Registered Investment Advisor clients.
• Provide timely, professional, and courteous problem resolution, documenting client interactions and resolution steps.
• Use probing questions, basic technical troubleshooting, internal knowledge resources, and remote verification practices to identify root causes and resolve common platform issues.
• Recommend solutions that align with clients’ needs when appropriate.
• Build client and internal relationships and collaborate with a team to meet the needs of clients and Charles Schwab Advisor Services.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed