Hybrid Advisor Support Specialist

Charles Schwab; Lone Tree (CO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+;

Parental leave and family building

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking an Advisor Services Associate to support independent advisory firms and their clients with essential tools and services. The role emphasizes learning, problem solving, and building trust in a fast-paced service center.

You will engage in inbound and outbound calls, assist with account maintenance, and discuss topics like new accounts, transaction status, money movement, and retirement services.

Qualifications

• 1 year of customer service or relationship-building experience
• Ability to listen, respond thoughtfully, and resolve issues
• Proven track record of meeting deadlines and delivering quality work
• Willingness to receive feedback and grow with new challenges
• Ability to assess situations and propose practical solutions using available resources
• Bachelor’s degree or equivalent work experience preferred
• Willingness to enroll in Series 7 & 63/66 licenses after 90 days

Responsibilities

• Support independent advisory firms and their clients with essential tools and services
• Handle a mix of inbound and outbound calls to assist advisors
• Assist with account maintenance and client requests
• Discuss topics such as new accounts, transaction status, money movement, and retirement services
• Learn about financial services on the job and build trust with clients and advisors

Skills

Customer service

Relationship building

Active listening

Problem solving

Time management

Adaptability

Feedback receptiveness

Education

Bachelor’s degree or equivalent work experience

Job description

Charles Schwab is seeking an Advisor Services Associate to support independent advisory firms and their clients with essential tools and services. The role emphasizes learning, problem solving, and building trust in a fast-paced service center.

You will engage in inbound and outbound calls, assist with account maintenance, and discuss topics like new accounts, transaction status, money movement, and retirement services.