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Charles Schwab · 2 months ago

Associate, Advisor Platform Support- Phoenix Peak Campus

US-AZ-Phoenix

Full-time

Onsite

Entry Level

$20.58/hr - $27.45/hr

1+ years exp

Charles Schwab is a leading provider of custodial, operational, and trading support for independent fee-based investment advisors. They are currently seeking an Associate for their Advisor Platform Support team to educate and assist clients, providing exceptional service and building strong relationships.

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

Customer service experienceWebsite navigationOnline services knowledgeEffective communicationTeam collaborationTime management

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