Financial Advisory Support Specialist

Charles Schwab Corporation; Westlake (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Charles Schwab Corporation is seeking an Advisor Services Associate to support independent advisory firms with essential tools and services. The role involves handling inbound/outbound calls, assisting with account maintenance, and helping advisors succeed in their day-to-day business.

You will engage in training to learn financial services topics and develop the ability to discuss new accounts, transaction status, money movement, and retirement services with clarity and confidence.

Qualifications

• Minimum 1 year of customer service or building professional relationships.
• Demonstrated ability to create positive experiences by listening actively and resolving issues.
• Proven track record of meeting deadlines and maintaining high quality work.
• Ability to receive feedback and grow through new challenges.
• Ability to review situations and find practical solutions using available resources.

Responsibilities

• Assist advisors with account maintenance and service requests.
• Handle inbound and outbound calls in a fast-paced service center.
• Demonstrate clear communication when explaining topics like accounts and money movement.
• Navigate complex scenarios, take ownership, and adapt quickly as you grow.
• Support self-learning and growth through on-the-job training.

Skills

Customer service

Active listening

Problem solving

Communication

Education

Bachelor’s degree or equivalent

Tools

CRM software

Job description

Charles Schwab Corporation is seeking an Advisor Services Associate to support independent advisory firms with essential tools and services. The role involves handling inbound/outbound calls, assisting with account maintenance, and helping advisors succeed in their day-to-day business.

You will engage in training to learn financial services topics and develop the ability to discuss new accounts, transaction status, money movement, and retirement services with clarity and confidence.