Client Support Advisor – Growth & Impact (Hybrid)

Charles Schwab; Orlando (FL); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation and sabbatical

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Support Associate to be the first point of contact for clients, delivering clear, caring guidance in a fast-paced inbound call center. The role emphasizes accurate problem resolution, attention to detail, and timely follow-through, with on-site work in Orlando.

Through on-the-job training, you’ll learn account setup, money movement, and form submissions while growing product knowledge to support advisor clients effectively.

Qualifications

• Minimum 1 year of customer service or building professional relationships.
• Bachelor’s degree or equivalent skills.
• Demonstrated ability to create positive experiences by listening actively and resolving issues.
• Ability to receive feedback and grow through new challenges or changing expectations.
• Proven track record of following through on tasks and meeting deadlines.

Responsibilities

• Handle inbound calls from clients of independent financial advisors.
• Build trust and deliver accurate, helpful solutions in a fast-paced environment.
• Assist with online account setup and money movement processes.
• Guide submission of account-specific forms and related service needs.
• Develop product knowledge to confidently assess client materials and provide precise assistance.

Skills

Customer service

Active listening

Communication

Problem solving

Education

Bachelor’s degree or equivalent

Job description

Charles Schwab is seeking a Client Support Associate to be the first point of contact for clients, delivering clear, caring guidance in a fast-paced inbound call center. The role emphasizes accurate problem resolution, attention to detail, and timely follow-through, with on-site work in Orlando.

Through on-the-job training, you’ll learn account setup, money movement, and form submissions while growing product knowledge to support advisor clients effectively.