Charles Schwab Corporation

  • Associate Relationship Specialist

    Job Locations US-AZ-Phoenix
    Requisition ID
    Posted Date
    2 months ago(10/1/2019 3:04 PM)
    Client Service & Support
  • Your Opportunity

    Looking for a career with purpose, aligned values, and work/life balance?  Advisor Custody & Trading (ACT) is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms.  The ACT service teams add value to IA firms across the country by providing exceptional customer service and operational support.


    What is an Investment Advisor (IA)? An advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities.

    What you’re good at

    Our Associate Relationship Specialists build trust and inspire confidence through exceptional service, one connection at a time.  In ACT, you’re joining a team of client relationship professionals with a passion for finance in a fast-paced, inbound service center environment. Additionally, you will:

    • Complete a 9-week training course that will prepare you for success in Advisor Services
    • Practice active listening, open ended dialogue, and rapport building to gain a thorough understanding of Advisors’ needs and create long lasting relationships
    • Assist with client issues related to investments, tax reporting, transfers, and other account information
    • Collaborate with internal partners to ensure timely and accurate delivery of information  
    • This role is a Monday through Friday position.

    What our Advisor clients say: “Schwab is constantly surveying, constantly talking with firms like ours to understand where we see the future of our business, so they can help lead us there. This is unusual. A custodian, generally speaking, will follow. Schwab leads.” —Ralph D. Sinsheimer, The Solaris Group, New York, New York 


    • Comprehensive Compensation and Benefits package.
    • Financial Health: 401k Match, Employee Stock Purchase Plan, Employee Discounts, Personalized advice, Brokerage discounts.
    • Work/Life Balance: Sabbatical, Paid Parental Leave, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer, Employee Matching Gifts Program.
    • Everyday Wellness: Health and Lifestyle Wellness Rewards, Onsite Fitness Classes, Healthy Food Choices, Wellness Champions.
    • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships.
    • Not just a job, but a career, with an opportunity to do the best work of your life.

    What you have


    • Successful completion of our Client Focus Assessment which measures potential talent and role fit
    • Excellent operational and organizational skills with the ability to manage complex work, be self-directed, and quickly develop a full understanding of our business
    • Strong interpersonal, verbal, and written communication
    • Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
    • Minimum 2 years requisite experience, with emphasis on customer service preferred (internships and collegiate activities will be considered)
    • Bachelor’s degree or equivalent work experience

    “Schwab is a collaborative, teamwork environment that I truly treasure. When we start with teamwork, anything is possible.” – Elizabeth Chu, Relationship Specialist, Advisor Custody & Trading 




    Sorry the Share function is not working properly at this moment. Please refresh the page and try again later.
    Share on your newsfeed

    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.