Advisor Support Associate

Charles Schwab • Westlake, TX

80d

About The Position

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us 'challenge the status quo' and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location. When you join us as an Advisor Services Associate, you're starting your career with the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. In this role, you will build trust and inspire confidence through exceptional service, one interaction at a time, while working in a fast-paced, dynamic service center environment. You will assist advisors through a mix of inbound and outbound calls related to common topics such as new accounts, transaction status, money movement, transfer of account, retirement services, and various other essential account maintenance components that help the advisor succeed in their day-to-day business. If you're looking to launch your career with a firm that will champion your development through passionate leaders, collaborative teams, and challenging, impactful work, this may be the role for you.

Requirements

• Minimum 1 year customer service/relationship building experience (internships and collegiate activities will be considered).

Nice To Haves

• Bachelor's degree or equivalent work experience.
• Excellent operational and organizational skills with the ability to manage transactional work.
• Strong interpersonal, verbal, and written communication skills.
• Aptitude and passion for working with technology.
• Ability to work in a fast-paced, high-volume organization.
• Team orientation, enthusiasm, professionalism, and strong work ethic.

Responsibilities

• Assist advisors through inbound and outbound calls related to new accounts, transaction status, money movement, transfer of account, retirement services, and account maintenance.
• Build trust and inspire confidence through exceptional service.
• Work in a fast-paced, dynamic service center environment.

Benefits

• Eligible for bonus or incentive opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed