Advisor Services-Client Support Associate (Orlando, FL)

Austin Community College; Orlando (FL); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

Paid parental leave

Job summary

A leading financial services company is looking for a Client Support Associate in Orlando, Florida, to serve as the initial contact for independent financial advisors' clients. The ideal candidate has a Bachelor's degree and at least 1 year of customer service experience. Responsibilities include assisting with online account setup and addressing client inquiries. Join a team focused on growth, collaboration, and delivering exceptional support while receiving opportunities for professional development and a competitive benefits package.

Qualifications

• Minimum 1 year of customer service experience.
• Demonstrated ability to create positive customer experiences.
• Proven track record of meeting deadlines and maintaining high-quality work.
• Ability to receive feedback, apply it to your performance and grow through new challenges or changing expectations
• Proven track record of following through on tasks, meeting deadlines and maintaining high standards of work quality

Responsibilities

• Serve as the first point of contact for clients.
• Assist with online account setup and other service-related needs.
• Deliver personal and precise solutions to client inquiries.
• Provide thoughtful conversations and timely follow‑through to address client questions
• Deliver solutions that feel personal and precise to Schwab clients

Skills

Customer service experience

Professional relationship building

Active listening

Technological proficiency

Task follow-through

Education

Bachelor’s degree or equivalent skills

Tools

CRM software

Online forms

Job description

***This position will start April 6th, 2026***

At Schwab, you’re empowered 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.

At Schwab, we believe in earning trust through every interaction. As a Client Support Associate, you’ll be 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’ll build trust with our advisor’s clients through thoughtful conversations and timely follow‑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’ll learn how to assist with online account setup, process money movement, guide the submission of account‑specific forms, and support a variety of other service‑related needs. You’ll gain the product knowledge and tools to confidently assess client materials and deliver accurate, helpful solutions.

If you’re looking for a role where your ability to adapt, connect and follow through makes a real impact—this is it. You’ll be part of a team that values growth, collaboration and doing what’s right for the client.

What you have

Required qualifications

• Minimum 1 year of customer service or building professional relationships—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
• Proven track record of following through on tasks, meeting deadlines and maintaining high standards of 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’ll have the opportunity to enroll in our self‑study program for Series 7 & 63/66 licenses after your first 90 days.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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