Advisor Support Specialist — Client Success & Solutions

Charles Schwab; Orlando (FL); On-site; USD 45,000 - 60,000; Full time

Job summary

Charles Schwab in Orlando is seeking an Advisor Services Associate to help support independent advisory firms with essential tools and services. You will engage in a mix of inbound and outbound calls, handling account maintenance and client inquiries in a fast-paced service center.

The role emphasizes learning, problem solving, and building trust, with on-the-job training and a path to Series 7 and 63/66 licenses after the first 90 days.

Qualifications

• Minimum 1 year of customer service or building professional relationships—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.
• Proven track record of following through on tasks, meeting deadlines, and maintaining high standards of 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 solutions utilizing available resources.

Responsibilities

• Support independent advisory firms with tools and services they need to succeed.
• Engage in a mix of inbound and outbound calls, assisting with account maintenance and essential tasks.
• Learn financial services topics on the job and discuss them with clients and advisors.

Skills

Customer service

Relationship building

Active listening

Deadline management

Problem solving

Education

Bachelor’s degree or equivalent work experience

Job description

Charles Schwab in Orlando is seeking an Advisor Services Associate to help support independent advisory firms with essential tools and services. You will engage in a mix of inbound and outbound calls, handling account maintenance and client inquiries in a fast-paced service center.

The role emphasizes learning, problem solving, and building trust, with on-the-job training and a path to Series 7 and 63/66 licenses after the first 90 days.