Advisor Services-Client Support Associate
Your Opportunity
Your opportunity
***This position will start April 6th, 2026***
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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
At Schwab, we believe in earning trust through every interaction. As a Client Support Associate, you’ll be the first point of contact for clients of independent financial advisors—helping them navigate their needs with clarity, care and confidence.
In this role, you’ll build trust with our advisor’s clients through thoughtful conversations and timely follow-through, all while working in a fast-paced inbound phone center. Every call is an opportunity to listen closely, think critically and deliver a solution that feels personal and precise.
Through on-the-job training, you’ll learn how to assist with online account setup, process money movement, guide the submission of account-specific forms and support a variety of other service-related needs. You’ll gain the product knowledge and tools to confidently assess client materials and deliver accurate, helpful solutions.
If you’re looking for a role where your ability to adapt, connect and follow through makes a real impact—this is it. You’ll be part of a team that values growth, collaboration and doing what’s right for the client.
What you have
Required qualifications
- Minimum 1 yearofcustomer serviceorbuildingprofessionalrelationships—whether through volunteer work, internships, school activities or other meaningful experiences
- Bachelor’s degree or equivalent skills
- Demonstrated ability to create positive experiences by listening actively, responding thoughtfully and helping others resolve issues
- Ability to receive feedback, apply it to your performance and grow through new challenges or changing expectations
- Proventrack recordof following through on tasks, meeting deadlines andmaintaininghigh standardsof work quality
Preferred qualifications
- Demonstrated ability to use technology confidently and support others in adopting digital tools
- Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals
- You’llhave the opportunity to enroll in our self-study program for Series 7 & 63/66 licenses after your first90 days.
Inadditionthe salary range, this role is also eligible for bonus or incentive opportunities.
#campus
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
Required qualifications
- Minimum 1 year of customer service or building professional relationships—whether through volunteer work, internships, school activities or other meaningful experiences
- Bachelor’s degree or equivalent skills
- Demonstrated ability to create positive experiences by listening actively, responding thoughtfully and helping others resolve issues
- Ability to receive feedback, apply it to your performance and grow through new challenges or changing expectations
- Proven track record of following through on tasks, meeting deadlines and maintaining high standards of work quality
Preferred qualifications
- Demonstrated ability to use technology confidently and support others in adopting digital tools
- Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals
- You’ll have the opportunity to enroll in our self-study program for Series 7 & 63/66 licenses after your first 90 days.
In addition the salary range, this role is also eligible for bonus or incentive opportunities.
#campus
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment 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 policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.