Advisor Services - Client Support Associate

Charles Schwab; Orlando (FL); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation and sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Support Associate to be the first point of contact for clients, delivering clear, caring guidance in a fast-paced inbound call center. The role emphasizes accurate problem resolution, attention to detail, and timely follow-through, with on-site work in Orlando.

Through on-the-job training, you’ll learn account setup, money movement, and form submissions while growing product knowledge to support advisor clients effectively.

Qualifications

• Minimum 1 year of customer service or building professional relationships.
• Bachelor’s degree or equivalent skills.
• Demonstrated ability to create positive experiences by listening actively and resolving issues.
• Ability to receive feedback and grow through new challenges or changing expectations.
• Proven track record of following through on tasks and meeting deadlines.

Responsibilities

• Handle inbound calls from clients of independent financial advisors.
• Build trust and deliver accurate, helpful solutions in a fast-paced environment.
• Assist with online account setup and money movement processes.
• Guide submission of account-specific forms and related service needs.
• Develop product knowledge to confidently assess client materials and provide precise assistance.

Skills

Customer service

Active listening

Communication

Problem solving

Education

Bachelor’s degree or equivalent

Job description

Your opportunity

***This position will start on 1/11/2027***

At Schwab,you'reempowered 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 locations.

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.

At Schwab, we believe in earning trust through every interaction. As a Client Support Associate,you'llbe the first point of contact for clients of independent financial advisors - helping them navigate their needs with clarity, care and confidence.

In this role,you'llbuild trustwith ouradvisor'sclientsthrough thoughtful conversations andtimelyfollow-through, all while working in a fast-paced inbound phone center.Every call is an opportunity to listen closely, think critically and deliver a solution that feels personal and precise.

Through on-the-job training,you'lllearn how toassist with online account setup, process moneymovement, guide the submission of account-specific forms and support a variety of other service-related needs.You'llgainthe productknowledge and tools to confidently assess client materials and deliveraccurate, helpful solutions.

Ifyou'relooking for a role where your ability to adapt, connect and follow through makes a real impact-this is it.You'llbe part of a team that values growth, collaboration and doing what’s right for the client.

What you have

Required qualifications

• Minimum 1 yearofcustomer serviceorbuildingprofessionalrelationships- whether through volunteer work, internships, school activities or other meaningful experiences


• Bachelor’s degree or equivalent skills


• Demonstrated ability to create positive experiences by listening actively, responding thoughtfully and helping others resolve issues


• Ability to receive feedback, apply it to your performance and grow through new challenges or changing expectations


• Proventrack recordof following through on tasks, meeting deadlines andmaintaininghigh standardsof work quality

Preferred qualifications

• Demonstrated ability to use technology confidently and support others in adopting digital tools


• Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals


• You'llhave the opportunity to enroll in our self-study program for Series 7 & 63/66 licenses after your first90 days.

Inadditionthe 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