Advisor Support Associate
Company: Charles Schwab
Location: Orlando
Posted on: October 22, 2024
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Job Description:
Position Type: RegularYour opportunityAt 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. - -What
you haveRequired Qualifications: -Minimum 1 year customer
service/relationship building experience (internships and
collegiate activities will be considered) -Preferred
Qualifications: -
What's in it for youAt 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 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 that takes care of the whole you - both today and in
the future:
Keywords: Charles Schwab, South Beach , Advisor Support Associate, Other , Orlando, Florida
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