Onsite Advisor Services Associate — Customer Success

Charles Schwab; Phoenix (AZ); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Paid time off and sabbatical after 5+

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Phoenix, AZ is seeking an Advisor Services Associate to support independent advisory firms with essential account maintenance and client service. You’ll engage in a mix of inbound and outbound calls, learn financial services topics, and help RIAs succeed in a fast-paced service center environment.

On-the-job training will build knowledge of accounts, transaction status, money movement, and retirement services, with growth opportunities and a strong emphasis on learning and

Qualifications

• Minimum 1 year of customer service or building professional relationships.
• Ability to listen actively, respond thoughtfully, and resolve issues.
• Track record of meeting deadlines and delivering quality work.
• Willingness to learn, adapt, and grow with changing expectations.
• Comfort with reviewing situations and finding practical solutions.

Responsibilities

• Handle inbound and outbound calls supporting advisors and clients.
• Assist with account maintenance and transactional requests.
• Provide clear information on status of items and services.
• Learn financial services topics and communicate them confidently.
• Collaborate with team to ensure high-quality client experiences.

Skills

Customer service

Relationship building

Active listening

Problem solving

Communication

Time management

Education

Bachelor’s degree or equivalent

Job description

Charles Schwab in Phoenix, AZ is seeking an Advisor Services Associate to support independent advisory firms with essential account maintenance and client service. You’ll engage in a mix of inbound and outbound calls, learn financial services topics, and help RIAs succeed in a fast-paced service center environment.

On-the-job training will build knowledge of accounts, transaction status, money movement, and retirement services, with growth opportunities and a strong emphasis on learning and