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Advisor Services - Client Support

Employer
Charles Schwab
Location
Phoenix, Arizona
Salary
USD $49,000 - $57,000 / Year
Closing date
May 23, 2024

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Level
Entry Level
Experience Level
None
CFP® Certification
Not necessary

Job Details

Your opportunity

***This position will start in June***

Are you ready to launch your career in the Financial Services Industry? If you are new to financial services industry, this is a great entry level role.

Charles Schwab Advisor Custody & Trading (ACT) is the industry leader in providing custodial, trading, technology and practice management to independent advisory firms. In partnership with ACT, Schwab Alliance provides premium services for clients of independent financial advisors. The services provide practical financial tools and resources and a dedicated service team to complement the advisor-client relationship. 

Alliance’s vision is to act as a liaison for the Financial Advisor, enhancing their client product and service offering by leveraging the scale of Schwab. Brokerage Service Specialists carry out that vision by working in small, highly collaborative teams that consistently strive to provide a positive experience in every client interaction.

What you have

If you’re not a finance expert, that’s okay! We’ve seen tremendous success from new grads, career switchers, customer service workers, military veterans, and people returning to the workforce. In addition to the skills below, successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others.

  • At least 1 year of customer service experience is required. College Internships and collegiate activities will be considered in lieu of experience.
  • Excellent operational and organizational skills with the ability to manage transactional work, be self-directed, and quickly develop a full understanding of our business and the financial services industry
  • Strong interpersonal, verbal, and written communication skills with a desire to work in an inbound phone environment
  • Aptitude and passion for working with technology and influencing our clients in becoming a digital practice
  • Ability to work in a fast-paced, high-volume organization that remains committed to a secure and client-focused experience
  • Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 

#campus

What’s in it for you

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll 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

Company

Financial services can be complicated. Charles Schwab is trying to fix that. They have a history of challenging the status quo and innovating in ways that help individuals create a better tomorrow. Their purpose is to champion every client’s goals with passion and integrity, empowering them to take ownership of their financial future at every income level and life stage.

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