Advisor Services - Client Support Associate
Your Opportunity
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.
#campus
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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 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.
#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.