Wealth Advisory Support Specialist (Inbound)

Charles Schwab Careers; Westlake (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

Paid time off and sabbatical after 5 y

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Westlake, TX, seeks an inbound support professional to serve Schwab Wealth Advisory. You will triage, respond to requests, and resolve service and operational issues for high-net-worth clients and internal partners, delivering a consistent service experience.

Role requires FINRA Series 7 and Series 66/63/65 licenses (or eligible), and at least 1 year of financial services experience. You will work closely with advisors and support teams, documenting requests clearly and

Qualifications

• Active client/advisor inbound support experience.
• Strong written and verbal communication.
• Attention to detail in case management and processes.
• Experience with CRM or case management/workflow platforms such as Salesforce.

Responsibilities

• Respond to inbound needs, clarify requests, resolve issues, and deliver consistent service.
• Document requests clearly and share timely updates with advisors, clients, and partners.
• Explain processes and operating standards to stakeholders; maintain accurate records.

Skills

Client support experience

Oral and written communication

Attention to detail

Process discipline

CRM / Salesforce familiarity

Tools

Salesforce

Job description

Charles Schwab in Westlake, TX, seeks an inbound support professional to serve Schwab Wealth Advisory. You will triage, respond to requests, and resolve service and operational issues for high-net-worth clients and internal partners, delivering a consistent service experience.

Role requires FINRA Series 7 and Series 66/63/65 licenses (or eligible), and at least 1 year of financial services experience. You will work closely with advisors and support teams, documenting requests clearly and