Top 50539 Client associate Jobs

Advisor Services - Client Support Associate
Charles Schwab —Lone Tree, CO
- $25.96 - $28.37 an hour
- Call employer
- Hybrid work
- Bachelor's degree
- Experience equivalent to degree accepted
- Entry level
- Paid parental leave
- Employee stock purchase plan
4d
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6d
Client Success Associate (PST Hours)
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Senior Associate Client Success Specialist
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Client Success Associate - SaaS Software
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Leading Retirement Solutions —Remote
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12d
Customer Service/ Helpdesk Associate
Qureos Inc —Orinda, CA
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Virtual Associate
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Customer Support Specialist
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Client Resolution Coordinator
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2d
Associate Consultant, Client Services
C Space —Remote
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11d

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Advisor Services - Client Support Associate

Charles Schwab -
Lone Tree, CO

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Job Details

$25.96 - $28.37 an hour
4 days ago

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Adoption assistance
On-the-job training
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Customer communication
Customer relationship building
Account maintenance
Money transfers
Managing clients in a customer support role
Bachelor's degree
Managing clients in a finance role
Assisting with digital banking services
Handling account queries
Account opening
Entry level
Teaching technology use
Client interaction via phone calls

Full Job Description

Lone Tree, CO

Requisition ID 2026-123993 Category Customer Service / Client Service Position type Regular Pay range USD $25.96 - $28.37 / Hour Application deadline 2026-07-21

Your opportunity

***This position will start October 5, 2026***

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. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

At Schwab, we believe in earning trust through every interaction. As a Client Support Associate, you’ll be the first point of contact for clients of independent financial advisors—helping them navigate their needs with clarity, care and confidence.

In this role, you’ll build trust with our advisor’s clients through thoughtful conversations and timely follow-through, all while working in a fast-paced inbound phone center. Every call is an opportunity to listen closely, think critically and deliver a solution that feels personal and precise.

Through on-the-job training, you’ll learn how to assist with online account setup, process money movement, guide the submission of account-specific forms and support a variety of other service-related needs. You’ll gain the product knowledge and tools to confidently assess client materials and deliver accurate, helpful solutions.

If you’re looking for a role where your ability to adapt, connect and follow through makes a real impact—this is it. You’ll be part of a team that values growth, collaboration and doing what’s right for the client.

What you have

Required qualifications

Minimum 1 year of customer service or building professional relationships—whether through volunteer work, internships, school activities or other meaningful experiences
Bachelor’s degree or equivalent skills
Demonstrated ability to create positive experiences by listening actively, responding thoughtfully and helping others resolve issues
it to your performance and grow through new challenges or changing expectations
Proven track record of following through on tasks, meeting deadlines and maintaining high standards of work quality

Preferred qualifications

Demonstrated ability to use technology confidently and support others in adopting digital tools
Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals
You’ll have the opportunity to enroll in our self-study program for Series 7 & 63/66 licenses after your first 90 days.

In addition the salary range, this role is also eligible for bonus or incentive opportunities.

#campus

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility 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 benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance

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Eligible Schwabbies receive

Medical, dental and vision benefits
401(k) and employee stock purchase plans
Tuition reimbursement to keep developing your career
Paid parental leave and adoption/family building benefits
Sabbatical leave available after five years of employment

Apply Now

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Eligible Schwabbies receive

Medical, dental and vision benefits

401(k) and employee stock purchase plans

Tuition reimbursement to keep developing your career

Paid parental leave and adoption/family building benefits

Sabbatical leave available after five years of employment

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