Advisor Platform Support Associate - Hybrid Client Help

Charles Schwab; Phoenix (AZ); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+?

Paid parental leave and family/buildin

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Advisor Platform Support Associate to educate clients, troubleshoot website and platform issues, and provide consultative guidance to Registered Investment Advisors. The role emphasizes client loyalty, collaboration, and delivering timely, professional support.

You will be part of Schwab Advisor Services, working on-site to support clients with a high standard of service and ongoing training to grow your career within the organization.

Qualifications

• Minimum 1 year of customer service experience.
• Experience diagnosing and resolving issues involving websites, software, browser settings, login/access issues or digital tools.
• Effective verbal and written communication; able to clearly explain a complex process or technical concept.
• Collaborative and relationship-focused work style with demonstrated success in a team environment.
• Strong time management, positive attitude, professionalism and integrity.

Responsibilities

• Educate clients - Respond directly to client inquiries over the phone and engage clients in discussions focused on education and guidance for website navigation needs.
• Be a client advocate - Care enough to ask the extra questions to reach the heart of the issue.
• Provide technical and solutions-based service - Troubleshoot website, platform, login, navigation, data access, browser, and system issues for Registered Investment Advisors.
• Be consultative - Recommend solutions that align to clients’ needs.
• Diagnose technical issues - Use probing questions and basic troubleshooting to identify root causes.
• Build strong client and internal relationships - Collaborate in a team-based environment with Schwab Advisor Services.

Skills

Customer service

Issue diagnosis

Verbal & written communication

Team collaboration

Time management

Job description

Charles Schwab is seeking an Advisor Platform Support Associate to educate clients, troubleshoot website and platform issues, and provide consultative guidance to Registered Investment Advisors. The role emphasizes client loyalty, collaboration, and delivering timely, professional support.

You will be part of Schwab Advisor Services, working on-site to support clients with a high standard of service and ongoing training to grow your career within the organization.