Join Charles Schwab as an Advisor Support Associate to make a significant impact in the finance industry by providing exceptional service to independent advisory firms. You'll engage with clients, manage essential account maintenance, and work in a dynamic service center environment, all while being supported by a culture focused on your professional development.
Key Responsibilities
Assist advisors through inbound and outbound calls
Manage topics such as new accounts, transaction status, and retirement services
Build trust and inspire confidence through exceptional service
Required Qualifications
Minimum 1 year customer service/relationship building experience
Preferred Qualifications
Bachelor’s degree or equivalent work experience
Excellent operational and organizational skills
Strong interpersonal, verbal, and written communication skills
Aptitude for working with technology
Ability to work in a fast-paced environment
Team orientation and strong work ethic
Opportunity to enroll in self-study program for Series 7 & 63/66 licenses
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and sabbaticalPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance