Financial Services Associate

2 weeks ago


Westlake, Texas, United States Charles Schwab Full time
Position Overview

At Charles 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.

We're seeking a highly motivated and customer-focused individual to join our Schwab Advisor Services team as an Advisor Services Associate. In this role, you will build trust and inspire confidence through exceptional service, one interaction at a time, while working in a fast-paced, dynamic service center environment.

Key Responsibilities
  • Assist advisors through 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.
  • Provide exceptional service to advisors, helping them succeed in their day-to-day business.
  • Work collaboratively with cross-functional teams to resolve complex issues and provide innovative solutions.
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
What's in it for you

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


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