Client-First Advisor Services Specialist

Charles Schwab Inc.; Lone Tree (CO); On-site; USD 52,000 - 62,000; Full time

Job summary

Charles Schwab Corporation in Lone Tree, CO, is hiring for an Advisor Services Associate. You will support RIAs with essential account maintenance and guidance, handling a mix of inbound and outbound calls in a dynamic service center.

The role emphasizes learning financial services, problem solving, and building trust with clients, with a path to Series 7 & 63/66 licenses after 90 days and strong on-site collaboration.

Qualifications

• Minimum 1 year of customer service or relationship building experience.
• Ability to listen actively, respond thoughtfully, and resolve issues.
• Proven track record of meeting deadlines and maintaining quality.

Responsibilities

• Support independent advisory firms with tools and services to succeed in a fast-paced service center.
• Engage in inbound and outbound calls, handling account maintenance and client inquiries.

Skills

Customer service

Relationship building

Active listening

Problem solving

Communication

Education

Bachelor’s degree or equivalent work experience

Job description

Charles Schwab Corporation in Lone Tree, CO, is hiring for an Advisor Services Associate. You will support RIAs with essential account maintenance and guidance, handling a mix of inbound and outbound calls in a dynamic service center.

The role emphasizes learning financial services, problem solving, and building trust with clients, with a path to Series 7 & 63/66 licenses after 90 days and strong on-site collaboration.