Advisor Services - Client Support Associate
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 locations. 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. At Schwab, we believe in earning trust through every interaction. As a Client Support Associate, you’ll be the first point of contact for clients of independent financial advisors—helping them navigate their needs with clarity, care and confidence. In this role, you’ll build trust with our advisor’s clients through thoughtful conversations and timely follow-through, all while working in a fast-paced inbound phone center. Every call is an opportunity to listen closely, think critically and deliver a solution that feels personal and precise. Through on-the-job training, you’ll learn how to assist with online account setup, process money movement, guide the submission of account-specific forms and support a variety of other service-related needs. You’ll gain the product knowledge and tools to confidently assess client materials and deliver accurate, helpful solutions. If you’re looking for a role where your ability to adapt, connect and follow through makes a real impact—this is it. You’ll be part of a team that values growth, collaboration and doing what’s right for the client.
Requirements
- Minimum 1 year of customer service or building professional relationships (through volunteer work, internships, school activities, or other meaningful experiences).
- Bachelor’s degree or equivalent skills.
- Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues.
- Ability to receive feedback, apply it to performance, and grow through new challenges or changing expectations.
- Proven track record of following through on tasks, meeting deadlines, and maintaining high standards of work quality.
Nice To Haves
- Demonstrated ability to use technology confidently and support others in adopting digital tools.
- Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals.
- Opportunity to enroll in self-study program for Series 7 & 63/66 licenses after first 90 days.
Responsibilities
- Act as the first point of contact for clients of independent financial advisors.
- Assist clients in navigating their needs with clarity, care, and confidence.
- Build trust with clients through thoughtful conversations and timely follow-through.
- Handle inbound calls in a fast-paced phone center environment.
- Listen closely, think critically, and deliver personal and precise solutions.
- Assist with online account setup.
- Process money movement.
- Guide the submission of account-specific forms.
- Support a variety of other service-related needs.
- Assess client materials and deliver accurate, helpful solutions.
Benefits
- Eligible for bonus or incentive opportunities.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
