Career Development Associate
2 weeks ago
Job Summary:
We are seeking a highly motivated and detail-oriented Advisor Support Associate to join our team. As a key member of our service delivery team, you will be responsible for providing exceptional customer service to our advisors and their clients.
Key Responsibilities:
- Assist advisors with a mix of inbound and outbound calls related to common topics such as new accounts, transaction status, money movement, transfer of account, retirement services, and various other essential account maintenance components.
- Build trust and inspire confidence through exceptional service, one interaction at a time, while working in a fast-paced, dynamic service center environment.
- Develop an understanding of our business and the financial services industry, and use this knowledge to provide informed and effective support to our advisors.
- Work collaboratively with our team to achieve our goals and objectives, and contribute to a positive and supportive team culture.
Requirements:
- Minimum 1 year customer service/relationship building experience (internships and collegiate activities will be considered).
- Bachelor's degree or equivalent work experience.
- Excellent operational and organizational skills with the ability to manage transactional work, self-direct, and quickly develop an 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 advisors 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.
- Series 7 & 63/66 licenses are not required, but you will have the opportunity to enroll in our self-study program after your first 90 days of employment.
What We Offer:
- A competitive salary range.
- Eligibility for bonus or incentive opportunities.
- A comprehensive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement.
- A supportive and inclusive work environment that values diversity, equity, and inclusion.
Why Work at Charles Schwab?
We are 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.
We offer a Hybrid Work and Flexibility approach that 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.
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