Advisor Platform Support Associate

Charles Schwab; Phoenix (AZ); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

401(k) matching

Paid vacation

Sabbatical every 5 years

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Advisor Platform Support Associate to educate, guide, and assist clients, delivering excellent service. This on-site role emphasizes building strong relationships with clients and colleagues while providing solutions-based support for Registered Investment Advisors.

The position requires a customer-focused mindset, effective communication, and collaboration within a professional team, with extensive training and internal support to help you succeed.

Qualifications

• Ability to work a consistent 8 hour schedule between 8:00am-7:00pm Eastern.
• 1-3 years customer service experience.
• Basic knowledge of computer desktop and website navigation.
• Basic knowledge of on-line/Internet services.
• Effective verbal and written communication.

Responsibilities

• Educate clients by responding to inquiries over the phone and guiding website navigation.
• Be a client advocate, asking the right questions to solve issues.
• Provide solutions-based service to Registered Investment Advisors in a timely, professional manner.
• Build strong client and internal relationships within a team.

Skills

Customer service

Communication skills

Problem solving

Team collaboration

Education

High school diploma or equivalent

Job description

Your opportunity

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(s).

Schwab Advisor Services is the leading provider of custodial, operational, and trading support for independent fee‑based investment advisors. We're currently looking for dedicated individuals like you to help us provide financial advisors with access to tools and wealth‑management services. If you're interested in working to help grow the business of independent investment advisor firms, there's a place for you in Advisor Services.

What you are good at:

Advisor Platform Support (APS) Associates act as an ambassador of Advisor Services to educate, guide, and assist clients. A career in APS begins with a solid client focused mentality and a strong desire to help clients meet their needs. Providing our clients with exceptional experiences is the priority at Schwab and in our APS team. Our goal is that all team members create client loyalty with every interaction. We want you to bring your personality to your calls and create those memorable experiences for clients. With a dual focus on inspiring client loyalty and employee engagement and development, we support clients and employees in reaching their goals. Schwab provides extensive training and internal support that affords employees the opportunity to be successful in all aspects of their career.

Through your client conversations you will:

• Educate clients- Respond directly to client inquiries over the phone and engage clients in discussions focused on educating, and providing guidance as it relates to their website navigation needs
• Be a client advocate- Care enough to ask the extra questions knowing that just one question, the right question, can get to the heart of the issue
• Provide solutions-based service- Provide web site support/problem resolution to Registered Investment Advisors (clients) in a timely, professional, and courteous manner
• Be consultative- Recommend solutions, when appropriate, to clients which align to their needs
• Build strong client and internal relationships -Collaborate in a team-based environment with a diverse group of professionals focused on meeting the needs of the clients and Charles Schwab Advisor Services

The ideal candidate will thrive in an environment where they are constantly learning. They will work in a highly collaborative team environment of professionals. The representative’s core responsibility will be responding to calls from an inbound call queue. This opportunity is suitable for someone who enjoys talking with customers and solving problems in a team oriented and supportive environment.

What you have

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

Required Qualifications:

• Ability to work a consistent 8 hour schedule between the hours of 8:00am-7:00pm Eastern.
• 1-3 years customer service experience
• Basic knowledge of computer desktop and website navigation demonstrated through prior experience and/or education
• Basic knowledge of on-line/Internet services
• Consistent customer service focus
• Effective verbal and written communication

Preferred Qualifications:

• Possess a collaborative and relationship-focused work style with demonstrated success in a team environment
• Have effective time management & communication skills, positive demeanor, passion, professionalism, and a strong work ethic with a high level of integrity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

#campus

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance