Advisor Support Associate (Westlake, TX)

Towson; Westlake (OH); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical

Paid parental leave

Job summary

A financial services leader seeks an Advisor Services Associate in Westlake, Ohio. The role involves assisting independent advisory firms with exceptional service. Candidates need customer service experience and strong communication skills. The company promotes professional growth and offers a competitive benefits package, including a 401(k) match and paid time off. This is an on-site position focusing on collaboration and team orientation.

Qualifications

• Minimum 1 year customer service/relationship building experience.
• Excellent operational and organizational skills.
• Strong communication skills for an inbound phone environment.
• Ability to thrive in a fast-paced, high-volume environment.
• Willingness to enroll in self-study after 90 days of employment.

Responsibilities

• Build trust through exceptional service in a dynamic service center.
• Assist advisors with common topics like new accounts and transactions.
• Work in a fast-paced, client-focused environment.

Skills

Customer service/relationship building experience

Operational and organizational skills

Verbal and written communication skills

Aptitude for technology

Team orientation

Education

Bachelor’s degree or equivalent work experience

Job description

This position will start on January 12, 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 location.

When you join us as an Advisor Services Associate, you’re starting your career with the industry leader in providing custody, trading, technology, and practice management services to independent advisory firms. 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 will assist advisors through a mix of inbound and outbound calls related to common topics such as new accounts, transaction status, money movement, transfer of account, retirement services, and various other essential account maintenance components that help the advisor succeed in their day-to-day business. If you’re looking to launch your career with a firm that will champion your development through passionate leaders, collaborative teams, and challenging, impactful work, this may be the role for you.

What you have

Required Qualifications

• Minimum 1 year customer service/relationship building experience (internships and collegiate activities will be considered)

Preferred Qualifications

• Bachelor’s degree or equivalent work experience
• Excellent operational and organizational skills with the ability to manage transactional work, self-direct, and quickly develop an understanding of our business and the financial services industry
• Strong interpersonal, verbal, and written communication skills with a desire to work in an inbound phone environment
• Aptitude and passion for working with technology and influencing our advisors in becoming a digital practice
• Ability to work in a fast-paced, high-volume organization that remains committed to a secure and client-focused experience
• Team orientation, enthusiasm, professionalism and strong work ethic
• Series 7 & 63/66 licenses are not required, but you will have the opportunity to enroll in our self-study program after your first 90 days of employment.

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