Advisor Services Associate: Client Support Pro

Charles Schwab; Westlake (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab 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 advisors with account maintenance and day-to-day tasks in a fast-paced support center.

The role emphasizes learning financial services, solving problems, and building trust. On-site collaboration is required, with a pathway to Series 7/63/66 licenses after the first 90 days.

Qualifications

• Minimum 1 year of customer service or relationship-building experience.
• Ability to listen actively, respond thoughtfully, and resolve issues.
• Demonstrated follow-through, meeting deadlines, and high quality work.
• Ability to receive feedback and grow through new challenges.
• Strong analytical and problem-solving skills.

Responsibilities

• Assist independent advisory firms with essential tools and services.
• Handle inbound and outbound calls to support advisors' day-to-day needs.
• Explain account maintenance tasks, money movement, and retirement services clearly.

Skills

Customer service

Relationship building

Communication

Problem solving

Adaptability

Education

Bachelor's degree or equivalent work experience

Tools

CRM software

Digital tools

Job description

Charles Schwab 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 advisors with account maintenance and day-to-day tasks in a fast-paced support center.

The role emphasizes learning financial services, solving problems, and building trust. On-site collaboration is required, with a pathway to Series 7/63/66 licenses after the first 90 days.