Advisor Services Associate: Client Support & Growth

Charles Schwab Corporation; Orlando (FL); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation in Orlando is seeking an Advisor Services Associate to support independent advisory firms with essential tools and services. You will engage in a mix of inbound and outbound calls, helping RIAs with account maintenance and day-to-day needs while building trust and confidence.

The role emphasizes on-the-job training, learning financial services topics, and clear communication. You don’t need a finance background to start, and opportunities for growth and licensing exist

Qualifications

• At least 1 year of customer service or building professional relationships.
• Ability to listen actively, respond thoughtfully, and resolve issues.
• Proven ability to follow through on tasks, meet deadlines, and maintain high standards of work quality.
• Ability to receive feedback, apply it to performance, and grow through new challenges.
• Demonstrated ability to review situations, think through next steps, and find practical solutions.

Responsibilities

• Handle inbound and outbound calls to assist RIAs with account maintenance and services.

Skills

Customer service

Relationship building

Active listening

Problem solving

Attention to detail

Communication

Education

Bachelor’s degree or equivalent work experience

Job description

Charles Schwab Corporation in Orlando is seeking an Advisor Services Associate to support independent advisory firms with essential tools and services. You will engage in a mix of inbound and outbound calls, helping RIAs with account maintenance and day-to-day needs while building trust and confidence.

The role emphasizes on-the-job training, learning financial services topics, and clear communication. You don’t need a finance background to start, and opportunities for growth and licensing exist