Client Support Advisor – Financial Services (Onsite)

Charles Schwab Corporation; Orlando (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Charles Schwab Corporation in Orlando, FL is seeking a Client Support Associate to be the first point of contact for clients of independent financial advisors, guiding them with clarity, care and confidence on inbound calls in a fast-paced center.

This on-site role emphasizes listening, problem solving and timely follow-through, with training on online account setup, money movement, form submission and product knowledge to deliver accurate solutions.

Qualifications

• 1 year or more of customer service or relationship-building experience
• Bachelor's degree or equivalent
• Strong listening, thoughtful responses, and issue resolution
• Ability to accept feedback and adapt to change
• Proven track record of meeting deadlines and delivering quality work

Responsibilities

• Handle inbound calls from clients of independent financial advisors
• Assist with online account setup and money movement
• Guide submission of account-specific forms and related tasks
• Provide accurate, helpful solutions with timely follow-through
• Learn product knowledge to advise clients confidently

Skills

Customer service

Active listening

Problem solving

Communication

Relationship building

Education

Bachelor's degree or equivalent

Job description

Charles Schwab Corporation in Orlando, FL is seeking a Client Support Associate to be the first point of contact for clients of independent financial advisors, guiding them with clarity, care and confidence on inbound calls in a fast-paced center.

This on-site role emphasizes listening, problem solving and timely follow-through, with training on online account setup, money movement, form submission and product knowledge to deliver accurate solutions.