Advisor Services Associate: Client Success & Support

Charles Schwab; Phoenix (AZ); Vor Ort; USD 42.000 - 54.000; Vollzeit

Benefits dieser Stelle

401(k) match

ESPP

Vacation time + sabbatical

Parental leave

Tuition reimbursement

Health insurance

Dental insurance

Vision insurance

Zusammenfassung

Charles Schwab in Phoenix seeks an Advisor Services Associate to support independent advisory firms with essential account maintenance and client service. You will engage in a mix of inbound and outbound calls, learn financial services topics, and build trust with clients and RIAs in a fast-paced service center.

On-site role with learning opportunities; after 90 days you may enroll in our self-study program for Series 7 & 63/66 licenses, with growth and ongoing development supported by Schwab's

Qualifikationen

• Minimum 1 year of customer service or building professional relationships—whether through volunteer work, internships, school activities, or other meaningful experiences
• Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues
• Proven track record of following through on tasks, meeting deadlines, and maintaining high standards of work quality
• Ability to receive feedback, apply it to your performance, and grow through new challenges or changing expectations
• Demonstrated ability to review situations, think through next steps, and find practical solutions utilizing available resources

Kenntnisse

Customer service

Relationship building

Active listening

Problem solving

Communication

Ausbildung

Bachelor’s degree or equivalent work experience

Tools

CRM software

MS Office

Jobbeschreibung

Charles Schwab in Phoenix seeks an Advisor Services Associate to support independent advisory firms with essential account maintenance and client service. You will engage in a mix of inbound and outbound calls, learn financial services topics, and build trust with clients and RIAs in a fast-paced service center.

On-site role with learning opportunities; after 90 days you may enroll in our self-study program for Series 7 & 63/66 licenses, with growth and ongoing development supported by Schwab's