Advisor Support Associate

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

Job summary

Charles Schwab Corporation is seeking an Advisor Services Associate to support independent advisory firms with essential tools and services. The role involves handling inbound/outbound calls, assisting with account maintenance, and helping advisors succeed in their day-to-day business.

You will engage in training to learn financial services topics and develop the ability to discuss new accounts, transaction status, money movement, and retirement services with clarity and confidence.

Qualifications

• Minimum 1 year of customer service or building professional relationships.
• Demonstrated ability to create positive experiences by listening actively and resolving issues.
• Proven track record of meeting deadlines and maintaining high quality work.
• Ability to receive feedback and grow through new challenges.
• Ability to review situations and find practical solutions using available resources.

Responsibilities

• Assist advisors with account maintenance and service requests.
• Handle inbound and outbound calls in a fast-paced service center.
• Demonstrate clear communication when explaining topics like accounts and money movement.
• Navigate complex scenarios, take ownership, and adapt quickly as you grow.
• Support self-learning and growth through on-the-job training.

Skills

Customer service

Active listening

Problem solving

Communication

Education

Bachelor’s degree or equivalent

Tools

CRM software

Job description

Your Opportunity

***This position will start 1/25/2027***

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.

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.

When you join Schwab as an Advisor Services Associate, you become part of a team that puts people first—our clients, our advisors, and each other.You’llsupport independent advisory firms with the tools and servicesthey need to succeed. Whether or notyou’veworked in finance before, your ability to learn, solve problems, and build trust will set you up for success.

In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do.In this role, you will build trust and inspire confidence through exceptional service, one interaction at a time, while working in a fast-paced, dynamic service center environment.You’llengage in a mix of inbound and outbound calls, supporting advisors with essential account maintenance and helping them succeed in their day-to-day business. Through on-the-job training, you’llgain deep knowledge of financial services and learn how to discuss topics like new accounts, transaction status, money movement, and retirement services with clarity and confidence.

You’llnavigate complex scenarios with resourcefulness, take ownership of outcomes, and adapt quickly as you grow.Ifyou’relooking for a place where learning is constant, your contributions matter, and your growth is supported, this may be the role for you.

What you have

Required Qualifications:

• Minimum 1 yearof customer service or building professional relationships—whether through volunteer work, internships, school activities, or other meaningful experiences
• Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues
• Proventrack record of following through on tasks, meeting deadlines, andmaintaininghigh standardsof work quality
• Ability to receive feedback, apply it to your performance, and grow through new challenges or changing expectations
• Demonstrated ability to review situations, think through next steps, and find practical solutionsutilizing available resources

Preferred Qualifications:

• Bachelor’s degree or equivalent work experience
• Aptitude to learn new tools and concepts and apply them quickly
• 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 first90 days.

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

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