Charles Schwab Corporation

Client Service Professional - Advisor Services

Job Locations US-AZ-Phoenix
Requisition ID
Posted Date
6 days ago(5/29/2020 10:07 AM)
Client Service & Support

Your Opportunity

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.

What you’re good at

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:

  • Foster client relationships through exceptional service in a phone based environment.
  • Provide technical support/problem resolution to independent advisors in a timely, professional, and courteous manner.
  • Research and resolve routine customer service questions by effectively navigating through company provided tools and resources.
  • Take ownership over client issues to ensure there is appropriate follow-up and a resolution.
  • Utilize effective listening skills to assess client needs and fully understand and resolve presented issues.
  • Find opportunities for operational improvement and drive important issues through to resolution.
  • Provide customers with information on other products and services when appropriate.

What you have

  • Commitment to consistently improve the client experience, as demonstrated through 3-5 years of customer service experience
  • Desire to learn about Schwab’s platforms and technology, as well as a current basic knowledge of computer desktop and network environments
  • Curiosity towards solving problems and finding resolutions
  • Ability to adapt to changing environments through continuous learning
  • Effective verbal and written communication skills.


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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.