Advisor Services - Client Support Associate

Your opportunity

***This class will start on September 29, 2025***

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. 

As a Client Support Associate, you will be working in an inbound phone center, where you will have the opportunity to bring your customer service experience to a firm that will champion your career growth through a collaborative team environment, consistent development and training opportunities and hands-on client relationship building experience. Your leaders will help prime you to successfully problem solve and create positive experiences with clients of independent advisors who custody their assets at Schwab. This position will involve responding to client issues related to online enrollment, money movement/wires, forms and various other areas of product knowledge and support. If you’re seeking a career where you will have the opportunity to make a difference in the lives of both Independent Advisors and their clients, then this is the role for you! 

What you have

Required qualifications

• Minimum 1 year customer service/relationship building experience (internships and collegiate activities will be considered) 
• Bachelor’s degree or equivalent work experience

Preferred qualifications 

• Ability to establish trust and rapport with clients over the phone and achieve client satisfaction
• Ability to collaborate with internal partners in delivery of timely and accurate information in response to inquiries and/or service issues  
• Ability to adapt and implement changes as market and business conditions evolve 
• Aim to constantly improve the client experience with strong interpersonal, verbal and written communication 
• Excellent organizational skills with the ability to handle complex work, self-direct and quickly develop an understanding of our business 
• Team orientation, enthusiasm, professionalism and strong work ethic 
• Series 7 & 63/66 licenses are not required, but you will have the opportunity to enroll in our self-study program after your first 90 days of employment.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 

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