Advisor Support Associate

Welcome to Charles Schwab, a leading financial services firm dedicated to helping individuals achieve their financial goals. We are seeking a highly motivated and customer-focused individual to join our team as an Advisor Support Associate. As an Advisor Support Associate, you will play a critical role in supporting our financial advisors and their clients. If you are passionate about providing exceptional service, have a strong understanding of financial products and services, and thrive in a fast-paced and dynamic environment, we want to hear from you. Join us and make a meaningful impact on the lives of our clients.

1. Provide exceptional customer service to financial advisors and their clients.
2. Assist financial advisors with administrative tasks such as scheduling appointments, preparing documents, and managing client communications.
3. Develop a strong understanding of financial products and services offered by Charles Schwab.
4. Effectively communicate and explain financial products and services to clients.
5. Proactively identify and address client needs and inquiries.
6. Collaborate with team members to ensure efficient and accurate support for financial advisors.
7. Maintain and update client information and records accurately and confidentially.
8. Stay updated on industry trends and changes in policies and regulations.
9. Continuously strive to improve processes and procedures to enhance the client experience.
10. Handle and resolve any client complaints or issues in a timely and professional manner.
11. Monitor and maintain client account activity and alert financial advisors of any significant changes or potential risks.
12. Adhere to company policies, procedures, and regulatory guidelines.
13. Participate in training and development programs to enhance knowledge and skills.
14. Contribute to a positive and collaborative team environment.
15. Make a meaningful impact on the lives of clients by helping them achieve their financial goals.

According to JobzMall, the average salary range for a Advisor Support Associate in Phoenix, AZ, USA is $39,000 - $50,000 per year. However, this salary range can vary depending on factors such as the specific company, experience level, and education level of the individual. Some Advisor Support Associates in Phoenix may earn more or less than this average range. It is important to research the specific job and company to determine a more accurate salary estimate.

Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.