Inbound Wealth Advisory Support Specialist

Charles Schwab; Westlake (TX); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5 y

Health, dental, and vision insurance

Job summary

Charles Schwab in Westlake, Texas, is seeking an experienced inbound support professional for Schwab Wealth Advisory. You will triage and resolve service and operational requests from high-net-worth clients and internal partners, delivering timely updates and consistent service.

Successful candidates hold FINRA Series 7 and Series 66/63/65 (or within 120 days), with at least 1 year in financial services and CRM experience (Salesforce).

Qualifications

• Active FINRA Series 7 license.
• Active FINRA Series 66 or Series 63/65 license (or obtained within 120 days).
• Minimum 1 year of financial services experience.

Responsibilities

• Respond to inbound needs, triage requests, resolve issues, and deliver consistent service for clients and advisors.
• Document requests clearly, share timely updates, and explain processes to advisors, clients, and partners.
• Navigate inquiries with sound judgment, route work, and support operations and service-related requests.

Skills

Client support

Oral communication

Attention to detail

Process discipline

Tools

Salesforce

Job description

Charles Schwab in Westlake, Texas, is seeking an experienced inbound support professional for Schwab Wealth Advisory. You will triage and resolve service and operational requests from high-net-worth clients and internal partners, delivering timely updates and consistent service.

Successful candidates hold FINRA Series 7 and Series 66/63/65 (or within 120 days), with at least 1 year in financial services and CRM experience (Salesforce).