Advisor Support Associate

About the role

This position will start October 5th, 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.

Responsibilities

• Support independent advisory firms with the tools and services they need to succeed.
• Engage in a mix of inbound and outbound calls, supporting advisors with essential account maintenance.
• Build trust and inspire confidence through exceptional service, one interaction at a time.
• Navigate complex scenarios with resourcefulness, take ownership of outcomes, and adapt quickly as you grow.

Requirements

• Minimum 1 year of customer service or building professional relationships—whether through volunteer work, internships, school activities, or other meaningful experiences.
• Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues.
• Pristine track record of following through on tasks, meeting deadlines, and maintaining high standards of work quality.
• Ability to receive feedback, apply it to your performance, and grow through new challenges or changing expectations.
• Demonstrated ability to review situations, think through next steps, and find practical solutions utilizing available resources.

Qualifications

• Bachelor’s degree or equivalent work experience preferred.
• Aptitude to learn new tools and concepts and apply them quickly.
• Demonstrated ability to use technology confidently and support others in adopting digital tools.
• Demonstrated enthusiasm, professionalism, and strong work ethic while contributing to team goals.

Skills

• Strong communication and interpersonal skills.
• Ability to handle multiple tasks and prioritize effectively.
• Proficiency in Microsoft Office Suite.

Benefits

• 401(k) with company match and Employee stock purchase plan.
• Paid time off 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.

Pay

The salary range for this role is [insert actual salary range here]. This role is also eligible for bonus or incentive opportunities.

Schedule

This role offers a Hybrid Work and Flexibility approach, balancing workplace flexibility, client service, and in-person collaboration.