Advisor Services Support Specialist

Charles Schwab Inc.; Phoenix (AZ); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Bonus or incentive opportunities

Job summary

Charles Schwab Corporation is seeking an Advisor Services Associate to support independent advisory firms with essential account maintenance and responsive client service. You will engage in a mix of inbound and outbound calls, learning financial services concepts and applying practical solutions to resolve issues while maintaining high service standards.

This role emphasizes learning on the job, partnering with advisors, and contributing to a fast-paced service center environment.

Qualifications

• 1 year of customer service or building professional relationships in any setting.
• Active listening to understand and resolve issues.
• Proven ability to complete tasks and meet deadlines with high quality.
• Openness to feedback and growth through new challenges.
• Ability to review situations and find practical solutions using available resources.

Responsibilities

• Handle a mix of inbound and outbound calls to support advisors.
• Assist with essential account maintenance and transactions as needed.
• Provide timely, accurate information and guidance to clients and RIAs.
• Learn financial services topics and discuss them with clarity.
• Collaborate with teammates to ensure high-quality service and problem resolution.

Skills

Customer service

Active listening

Problem solving

Timely delivery

Resourcefulness

Education

Bachelor’s degree or equivalent work experience

Tools

CRM software

Digital tools

Job description

Charles Schwab Corporation is seeking an Advisor Services Associate to support independent advisory firms with essential account maintenance and responsive client service. You will engage in a mix of inbound and outbound calls, learning financial services concepts and applying practical solutions to resolve issues while maintaining high service standards.

This role emphasizes learning on the job, partnering with advisors, and contributing to a fast-paced service center environment.