Charles Schwab · 17 hours ago
Advisor Services-Client Support Associate
Orlando, FL, US
Full-time
Onsite
Entry Level
$24.04/hr - $26.44/hr
1+ years expCharles Schwab is a financial services company that empowers employees to make an impact on their careers. They are seeking a Client Support Associate to be the first point of contact for clients of independent financial advisors, helping them navigate their needs with clarity and care.
Financial Services
Responsibilities
Be the first point of contact for clients of independent financial advisors—helping them navigate their needs with clarity, care and confidence
Build trust with our advisor’s clients through thoughtful conversations and timely follow-through
Work in a fast-paced inbound phone center
Listen closely, think critically and deliver a solution that feels personal and precise
Assist with online account setup
Process money movement
Guide the submission of account-specific forms
Support a variety of other service-related needs
Gain the product knowledge and tools to confidently assess client materials and deliver accurate, helpful 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
Eligible for bonus or incentive opportunities
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
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