Advisor Services - Client Support AssociateCharles Schwab

Your opportunity

**This position will start 1/11/2027**

At Schwab, youre 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, youll be the first point of contact for clients of independent financial advisorshelping them navigate their needs with clarity, care and confidence.

In this role, youll build trust with our advisors 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, youll 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. Youll gain the product knowledge and tools to confidently assess client materials and deliver accurate, helpful solutions.

If youre looking for a role where your ability to adapt, connect and follow through makes a real impactthis is it. Youll be part of a team that values growth, collaboration and doing whats right for the client.

What you have

Required qualifications

• Minimum 1 year of customer service or building professional relationshipswhether through volunteer work, internships, school activities or other meaningful experiences

• Bachelors 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

• Youll 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.

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Whats in it for you

At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (https://www.schwabjobs.com/hybrid-work) 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 (https://www.schwabjobs.com/summary-of-benefits) 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

Whats in it for you:

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected 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 applicantaccessibility@schwab.com or call 800-275-1281.