Advisor Support Associate
About The Position
At Schwab, this role supports independent advisory firms with the tools and services they need to succeed. In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are central to the work. The associate builds trust and inspires confidence by providing exceptional service in a fast-paced, dynamic service center environment. The role involves a mix of inbound and outbound calls, supporting advisors with essential account maintenance and day-to-day business needs. On-the-job training provides knowledge of financial services and prepares associates to discuss new accounts, transaction status, money movement, and retirement services. Associates are expected to handle complex scenarios resourcefully, own outcomes, and adapt as they learn and grow. The position is intended to be performed on site in the specified location.
Requirements
- At least 1 year of customer service experience or experience building professional relationships, including through volunteer work, internships, school activities, or other meaningful experiences.
- Ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues.
- Track record of following through on tasks, meeting deadlines, and maintaining high standards of work quality.
- Ability to receive feedback, apply it to performance, and grow through new challenges or changing expectations.
- Ability to review situations, consider next steps, and find practical solutions using available resources.
Nice To Haves
- Bachelor’s degree or equivalent work experience.
- Aptitude for learning new tools and concepts and applying them quickly.
- Ability to use technology confidently and support others in adopting digital tools.
- Enthusiasm, professionalism, and a strong work ethic while contributing to team goals.
Responsibilities
- Support independent advisory firms with tools and services they need to succeed.
- Provide exceptional service to Registered Investment Advisors and their clients through inbound and outbound calls.
- Assist advisors with essential account maintenance and day-to-day business needs.
- Discuss topics such as new accounts, transaction status, money movement, and retirement services.
- Navigate complex scenarios, take ownership of outcomes, and adapt to changing needs.
Benefits
- Opportunity to enroll in a self-study program for Series 7 and 63/66 licenses after the first 90 days.
- Eligible for bonus or incentive opportunities in addition to the salary range.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
