Charles Schwab · 21 hours ago
Associate, Advisor Platform Support
Westlake, TX, US
Full-time
Onsite
Entry Level
$22.64/hr - $30.19/hr
1+ years expCharles Schwab is a leading provider of custodial, operational, and trading support for independent investment advisors. The Associate in Advisor Platform Support will educate and assist clients, ensuring exceptional customer experiences while fostering client loyalty and engagement in a collaborative environment.
Financial Services
Responsibilities
Educate clients - Respond directly to client inquiries over the phone and engage clients in discussions focused on educating, and providing guidance as it relates to their website navigation needs
Be a client advocate - Care enough to ask the extra questions knowing that just one question, the right question, can get to the heart of the issue
Provide solutions-based service - Provide web site support/problem resolution to Registered Investment Advisors (clients) in a timely, professional, and courteous manner
Be consultative - Recommend solutions, when appropriate, to clients which align to their needs
Build strong client and internal relationships - Collaborate in a team-based environment with a diverse group of professionals focused on meeting the needs of the clients and Charles Schwab Advisor Services
Qualification
Required
1-3 years customer service experience
Basic knowledge of computer desktop and website navigation demonstrated through prior experience and/or education
Basic knowledge of on-line/Internet services
Consistent customer service focus
Effective verbal and written communication
Possess a collaborative and relationship-focused work style with demonstrated success in a team environment
Have effective time management & communication skills, positive attitude, enthusiasm, professionalism, and a strong work ethic with a high level of integrity
Benefits
Bonus or incentive opportunities
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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