Advisor Services-Client Support Associate

Position Type : Regular

Your opportunity

• This position will start March 2nd, 2026

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

At Schwab, we believe in earning trust through every interaction. As a Client Support Associate, you'll be the first point of contact for clients of independent financial advisors—helping them navigate their needs with clarity, care and confidence.

In this role, you'll build trust with our advisor 's clients through thoughtful conversations and timely follow-through, all while working in a fast-paced inbound phone center. Every call is an opportunity to listen closely, think critically and deliver a solution that feels personal and precise.

Through on-the-job training, you'll learn how to assist with online account setup, process money movement, guide the submission of account-specific forms and support a variety of other service-related needs. You'll gain the product knowledge and tools to confidently assess client materials and deliver accurate, helpful solutions.

If you're looking for a role where your ability to adapt, connect and follow through makes a real impact—this is it. You'll be part of a team that values growth, collaboration and doing what's right for the client.

What you have

Required qualifications

Preferred qualifications

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

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What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility ( / hybrid-work) 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 ( / summary-of-benefits) that takes care of the whole you - both today and in the future :