On-Site Client Support Associate - Growth & Training

Charles Schwab Corporation; Phoenix (AZ); On-site; USD 40,000 - 54,000; Full time

Job summary

Charles Schwab Corporation in Phoenix, AZ is seeking a Client Support Associate to be the first point of contact for clients of independent financial advisors, guiding them with clarity and confidence. This role focuses on building trust through thoughtful conversations and timely follow-through in a fast-paced inbound call center, with on-the-job training for account setup, money movement and forms.

You will work on site in Phoenix, collaborate with advisers and support a variety of

Qualifications

• Minimum 1 year of customer service or building professional relationships.
• Bachelor's degree or equivalent skills.
• Ability to listen actively and help others resolve issues.
• Ability to receive feedback and grow through new challenges.
• Demonstrated reliability in following through on tasks and meeting deadlines.

Responsibilities

• Inbound calls: assist clients with inquiries and issues in a fast-paced center.
• Assist with online account setup and money movement processes.
• Guide submission of account-specific forms and related service needs.
• Build trust with clients through thoughtful conversations and timely follow-through.

Skills

Customer service

Active listening

Communication

Relationship building

Education

Bachelor's degree

Tools

Digital tools

Job description

Charles Schwab Corporation in Phoenix, AZ is seeking a Client Support Associate to be the first point of contact for clients of independent financial advisors, guiding them with clarity and confidence. This role focuses on building trust through thoughtful conversations and timely follow-through in a fast-paced inbound call center, with on-the-job training for account setup, money movement and forms.

You will work on site in Phoenix, collaborate with advisers and support a variety of