Westlake - Advisor Services - Advisor Support Associate
Company: Charles Schwab
Location: Euless
Posted on: November 20, 2023
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Job Description:
Position Type: RegularYour Opportunity***This position will
start on Jan. 15, 2024*** -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. - - -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: -
Keywords: Charles Schwab, Euless , Westlake - Advisor Services - Advisor Support Associate, Other , Euless, Texas
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