Associate, Advisor Platform Support

Schwab Advisor Services is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We’re currently looking for dedicated individuals like you to help us provide financial advisors with access to tools and wealth-management services. If you’re interested in working to help grow the business of independent investment advisor firms, there’s a place for you in Advisor Services.

Advisor Platform Support (APS) Associates act as an ambassador of Advisor Services to educate, guide, and assist clients.

A career in APS begins with a solid client focused mentality and a strong desire to help clients meet their needs.

Providing our clients with exceptional experiences is the priority at Schwab and in our APS team.

Our goal is that all team members create client loyalty with every interaction.

We want you to bring your personality to your calls and create those memorable experiences for clients.

With a dual focus on inspiring client loyalty and employee engagement and development, we support clients and employees in reaching their goals.

Schwab provides extensive training and internal support that affords employees the opportunity to be successful in all aspects of their career.

Through your client conversations you will:
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
 
The ideal candidate will thrive in an environment where they are constantly learning. They will work in a highly collaborative team environment of professionals.

The representative’s core responsibility will be responding to calls from an inbound call queue. This opportunity is suitable for someone who enjoys talking with customers and solving problems in a team oriented and supportive environment. 
 
Hours of operation are from 8:00 a.m.

to 7:00 p.m.

Eastern Monday – Friday. 

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