Advisor Services - Client Support Associate

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 40,000 - 54,000; Full time

Job summary

Charles Schwab Corporation in Phoenix, AZ is seeking a Client Support Associate to be the first point of contact for clients of independent financial advisors, guiding them with clarity and confidence. This role focuses on building trust through thoughtful conversations and timely follow-through in a fast-paced inbound call center, with on-the-job training for account setup, money movement and forms.

You will work on site in Phoenix, collaborate with advisers and support a variety of

Qualifications

• Minimum 1 year of customer service or building professional relationships.
• Bachelor's degree or equivalent skills.
• Ability to listen actively and help others resolve issues.
• Ability to receive feedback and grow through new challenges.
• Demonstrated reliability in following through on tasks and meeting deadlines.

Responsibilities

• Inbound calls: assist clients with inquiries and issues in a fast-paced center.
• Assist with online account setup and money movement processes.
• Guide submission of account-specific forms and related service needs.
• Build trust with clients through thoughtful conversations and timely follow-through.

Skills

Customer service

Active listening

Communication

Relationship building

Education

Bachelor's degree

Tools

Digital tools

Job description

Your Opportunity

***This position will start 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 intent 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 toassistwith 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 serviceor building professionalrelationships—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.

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