Schwab Advisor Services is the leading provider of custodial, operational and trading support for independent fee-based investment advisors. We're currently looking for dedicated individuals like you to help us provide financial advisors with access to sophisticated tools and wealth-management services. If you're interested in working to help grow the business of independent investment advisor firms, there's a place for you in Advisor Services.
As an Associate Advisor Client Service Professional, you will be an ambassador of Schwab by educating and resolving client facing technology issues in an inbound contact center environment. By working in a small diverse team, you will have the opportunity to collaborate on ways to better serve clients and grow professionally.
Our Advisor Platform Support group is a place where individuals passionate about service and the client experience have an opportunity to do their best work every day. Through Schwab’s training, our professionals become prepared to: