Charles Schwab · 1 week ago
Advisor Services-Client Support Associate
Orlando, FL
Full-time
Hybrid
Entry Level
1+ years expCharles Schwab is a financial services company that empowers employees to make an impact on their careers. The Client Support Associate will serve as the first point of contact for clients of independent financial advisors, assisting them with account setup, money movement, and other service-related needs while building trust through effective communication.
Financial Services
Responsibilities
Build trust with clients through thoughtful conversations and timely follow-through
Assist with online account setup and process money movement
Guide the submission of account-specific forms and support a variety of other service-related needs
Listen closely, think critically, and deliver personal and precise solutions
Qualification
Required
Minimum 1 year of customer service or building professional relationships—whether through volunteer work, internships, school activities or other meaningful experiences
Bachelor's degree or equivalent skills
Demonstrated ability to create positive experiences by listening actively, responding thoughtfully and helping others resolve issues
Ability to receive feedback, apply it to your performance and grow through new challenges or changing expectations
Proven track record of following through on tasks, meeting deadlines and maintaining high standards of work quality
Preferred
Demonstrated ability to use technology confidently and support others in adopting digital tools
Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals
You'll have the opportunity to enroll in our self-study program for Series 7 & 63/66 licenses after your first 90 days
Benefits
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
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
Morningstar.com
2025-09-28
Company data provided by crunchbase