Advisor Support Associate
Company: Charles Schwab
Location: Tempe
Posted on: July 15, 2025
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Job Description:
Position Type: Regular Your opportunity 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. When you
join us as an Advisor Services Associate, you’re starting your
career with the industry leader in providing custody, trading,
technology, and practice management services to independent
advisory firms. In Schwab Advisor Services, Registered Investment
Advisors (RIAs) and their clients are at the center of everything
we do. 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. You
will 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 that help
the advisor succeed in their day-to-day business. If you’re looking
to launch your career with a firm that will champion your
development through passionate leaders, collaborative teams, and
challenging, impactful work, this may be the role for you. Note:
This position has a start date of September 29th, 2025 What you
have Required Qualifications: - Minimum 1 year customer
service/relationship building experience (internships and
collegiate activities will be considered) Preferred Qualifications:
- 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. In
addition to the salary range, this role is also eligible for bonus
or incentive opportunities. campus What’s in it for you At 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. Our Hybrid Work
and Flexibility 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 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
Keywords: Charles Schwab, Oro Valley , Advisor Support Associate, Accounting, Auditing , Tempe, Arizona
