Advisor Services Specialist — Client Success

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus opportunities

Job summary

Charles Schwab Corporation is seeking an Advisor Services Associate to support independent advisory firms with essential tools and services needed to succeed. The role involves a high-volume service center environment with both inbound and outbound calls, focusing on account maintenance and day-to-day business support.

On-site collaboration is emphasized, with growth opportunities through on-the-job training in financial services topics like new accounts, money movement, and retirement services.

Qualifications

• 1 year of customer service or building professional relationships—through volunteer work, internships, school activities, or other experiences.
• Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues.
• Proven track record of following through on tasks, meeting deadlines, and maintaining high standards of work quality.
• Ability to receive feedback, apply it to performance, and grow through new challenges or changing expectations.
• Demonstrated ability to review situations, think through next steps, and find practical solutions utilizing available resources.

Responsibilities

• Support independent advisory firms with tools and services needed to succeed.
• Engage in inbound and outbound calls to assist advisors with account maintenance and day-to-day business needs.
• Gain deep knowledge of financial services through on-the-job training to discuss topics like new accounts, transaction status, money movement, and retirement services.
• Navigate complex scenarios, take ownership of outcomes, and grow by adapting to new challenges.

Skills

Customer service

Active listening

Problem solving

Communication

Relationship building

Education

Bachelor’s degree or equivalent

Job description

Charles Schwab Corporation is seeking an Advisor Services Associate to support independent advisory firms with essential tools and services needed to succeed. The role involves a high-volume service center environment with both inbound and outbound calls, focusing on account maintenance and day-to-day business support.

On-site collaboration is emphasized, with growth opportunities through on-the-job training in financial services topics like new accounts, money movement, and retirement services.