Advisor Services - Client Support Associate

Charles Schwab Corporation; Westlake (TX); On-site; USD 42,000 - 60,000; Full time

Job summary

Charles Schwab Corporation seeks a Client Support Associate to be the first point of contact for clients of independent financial advisors, delivering clear, caring guidance in a fast-paced inbound phone center. On-the-job training covers online account setup, money movement, forms submission, and other service needs.

You will gain product knowledge to assess client materials and offer accurate solutions. This on-site role emphasizes collaboration, adaptability, and a client-first mindset to

Qualifications

• Minimum 1 year of customer service or building professional relationships.
• Bachelor’s degree or equivalent skills.
• Active listening and thoughtful responses to resolve issues.
• Ability to receive feedback and grow with new challenges.
• Proven track record of following through on tasks and deadlines.

Responsibilities

• Be the first point of contact for clients of independent financial advisors.
• Engage in fast-paced inbound phone center conversations with clarity and care.
• Assist with online account setup, process money movement, and forms submission.
• Gain product knowledge to assess client materials and provide precise solutions.

Skills

Customer service

Relationship building

Active listening

Communication

Feedback handling

Education

Bachelor's degree or equivalent skills

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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