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    Advisor Support Associate - Roanoke, United States - Charles Schwab

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    Full time Accounting / Finance
    Description
    Position Type: Regular

    Your opportunity

    At Schwab, you have the chance to make a real difference in your career. Here, we encourage innovative thinking and creative problem-solving, pushing the boundaries and reshaping the finance industry collectively.

    Joining us as an Advisor Services Associate means starting your journey with the leading provider of custody, trading, technology, and practice management services for independent advisory firms. At Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are our top priority. In this position, you will work tirelessly to build trust and instill confidence through exceptional service, one interaction at a time, within a fast-paced and dynamic service center environment. Your responsibilities will include assisting advisors with various essential tasks like new accounts, transaction status, money movement, account transfers, retirement services, and other crucial account maintenance aspects crucial for their success. If you're eager to kickstart your career with a company that prioritizes your growth through dedicated leaders, collaborative teams, and meaningful work, then this role could be an ideal fit for you.

    What you have

    Required Qualifications:

    • Bachelor's degree or equivalent work experience

    Preferred Qualifications:

    • Strong organizational and operational skills with the ability to handle transactional tasks efficiently, work independently, and grasp our business and the financial services sector rapidly
    • Excellent interpersonal, verbal, and written communication skills, with a keen interest in working in a phone-based customer service environment
    • Aptitude and enthusiasm for leveraging technology and guiding our advisors in embracing a digital business model
    • Capability to thrive in a high-paced, high-volume organization dedicated to providing a secure and customer-centric experience
    • Team player mindset, enthusiasm, professionalism, and a solid work ethic
    • Preferable background in customer service-related roles

    What's in it for you

    At Schwab, we are dedicated to supporting both your personal and professional growth. Our purpose-oriented and nurturing culture, coupled with a focus on your development, ensures you have the necessary resources to drive positive change in the finance sector. Our Hybrid Work and Flexibility approach strikes a balance between our continued commitment to workplace flexibility, serving our clients, and our belief in the value of regular in-person collaboration.

    We provide a comprehensive benefits package that caters to all aspects of your well-being, both now and in the future:

    • 401(k) with company matching and Employee stock purchase plan
    • Paid time off for vacations, volunteering, and a 28-day sabbatical after every 5 years of service for eligible roles
    • Parental leave with family support benefits
    • Tuition assistance program
    • Health, dental, and vision insurance coverage

    By submitting your application, you agree to allow beBee to transmit your details to the Employer, acting as the data controller, via the Employer's data processor SonicJobs.



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