Hybrid Client Support Advisor – Financial Services

Charles Schwab; Phoenix (AZ); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

401(k) with company match and Employee

stock purchase plan

Paid vacation and volunteering time, F

sabbatical after 5 years

Paid parental leave and familybuilding

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Client Support Associate to serve as the first point of contact for clients of independent financial advisors. This on-site role in Phoenix emphasizes listening, problem solving, and delivering precise, personal solutions in a fast-paced inbound phone center.

The position offers on-site collaboration, training, and opportunities to learn online account setup, money movement, and forms submission while delivering excellent client service.

Qualifications

• Minimum 1 year of customer service or building professional relationships—through volunteer work, internships, school activities or other meaningful experiences
• Bachelor’s degree or equivalent skills
• Demonstrated ability to create positive experiences by listening actively, responding thoughtfully and helping others resolve issues
• Ability to receive feedback, apply it to your performance and grow through new challenges or changing expectations
• Proven track record of following through on tasks, meeting deadlines and maintaining high standards of work quality

Responsibilities

• Be the first point of contact for clients of independent financial advisors
• Build trust with advisor’s clients through thoughtful conversations and timely follow-through
• Work in a fast-paced inbound phone center
• Gain product knowledge and tools to confidently assess client materials and deliver accurate, helpful solutions
• Assist with online account setup, process money movement, guide the submission of account-specific forms and support a variety of service-related needs

Skills

Customer service

Active listening

Communication

Feedback and growth

Relationship building

Education

Bachelor's degree or equivalent

Job description

Charles Schwab is seeking a Client Support Associate to serve as the first point of contact for clients of independent financial advisors. This on-site role in Phoenix emphasizes listening, problem solving, and delivering precise, personal solutions in a fast-paced inbound phone center.

The position offers on-site collaboration, training, and opportunities to learn online account setup, money movement, and forms submission while delivering excellent client service.