Join Charles Schwab as an Advisor Support Associate and embark on a career with a leader in the financial services industry. You will provide exceptional service to advisors, helping them with essential account maintenance in a dynamic environment. If you're ready to make an impact and grow your career, this is the role for you!
Key Responsibilities
Assist advisors through inbound and outbound calls
Address topics like new accounts, transaction status, money movement, and retirement services
Provide exceptional service to build trust and inspire confidence
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 and passion for working with technology
Ability to work in a fast-paced, high-volume organization
Team orientation, enthusiasm, professionalism and strong work ethic
Series 7 & 63/66 licenses (not required but optional)
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance