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Associate, AS Client Reporting Service

Location Phoenix, Arizona, United States; Orlando,Florida,United States; Requisition ID 2022-87373 Category Customer Service / Client Service Position Type Regular
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Your Opportunity

Schwab Advisor Services is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We're currently looking for a dedicated individual to help us provide financial advisors with access to sophisticated tools and wealth-management services. If you're interested in working to help grow the business of independent investment advisor firms, there's a place for you in Advisor Services.

What you are good at

  • Assist advisors through a mix of inbound/outbound calls, email correspondence, and form processing.
  • Collaborate with internal partners to ensure timely and accurate delivery of information.
  • Provide outstanding client service while demonstrating empathy and problem-solving skills.
  • Conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skills.
  • Excellent organizational skills with the ability to handle complex work, be self-directed, and quickly develop a full understanding of our business.
  • Excel in a fast paced and challenging professional environment.

What you have

  • Cost basis and tax knowledge is preferred, but not required.
  • Ability to work in a fast-paced, high-volume organization that remains committed to a secure and client-focused experience.
  • Customer service skills and experience working with regulatory or risk issues.
  • Strong organizational skill and ability to prioritize and coordinate multiple processes/projects.
  • Team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics.
  • Bachelor’s degree or equivalent work experience.

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

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.

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