Service Associate, Schwab Wealth Advisory

We are seeking a motivated and passionate Service Associate to join our Schwab Wealth Advisory team at Charles Schwab. As a Service Associate, you will be responsible for providing excellent customer service while assisting clients with their investments and financial planning needs. To be successful, you should have excellent communication and problem-solving skills, as well as a strong customer-focused attitude. You should be a team player who is able to work collaboratively with colleagues and strive to exceed client expectations.The ideal candidate should have a Bachelor's Degree in Finance, Economics, Business, or a related field and at least one year of experience in client services. Knowledge of the financial services industry and experience in a customer service role is preferred. The successful candidate should also have excellent interpersonal skills, be organized and detail-oriented, and have the ability to think quickly, problem solve, and make decisions. A passion for helping others, a commitment to providing excellent customer service, and the ability to work both independently and as part of a team are essential. If you possess these qualifications and believe you have what it takes to be a successful Service Associate, we look forward to hearing from you.

According to JobzMall, the average salary range for a Service Associate, Schwab Wealth Advisory in Westlake, TX, USA is $45,000 - $53,000 per year. This range is based on salaries submitted anonymously to the site by current and former employees of the company.

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.