Advisor Services - Client Support Associate

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

At Schwab,you’reempowered 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 intent 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’llbe 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’llbuild trustwith our advisor’sclientsthrough thoughtful conversations andtimelyfollow-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’lllearn how toassistwith online account setup, process money movement, guide the submission of account-specific forms and support a variety of other service-related needs.

You’llgainthe product knowledge and tools to confidently assess client materials and deliver accurate, helpful solutions.

Ifyou’relooking for a role where your ability to adapt, connect and follow through makes a real impact—this is it.

You’llbe part of a team that values growth, collaboration and doing what’s right for the client.

Required qualifications

• Minimum 1 yearofcustomer serviceor 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 recordof following through on tasks, meeting deadlines andmaintaininghigh 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’llhave the opportunity to enroll in our self-study program for Series 7 & 63/66 licenses after your first
  90 days.

Inadditionthe salary range, this role is also eligible for bonus or incentive opportunities.

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