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Added 2 mins ago
Manager, Care Management Transition of Care Team - Denver Health Medical Plan (Must Live in Colorado. Weekly On-Site Requirement)
Denver Health and Hospital Authority
Denver, CO
…member-centered continuum of care. Core responsibilities include development, implementation and continuous refinement of TOC workflow. This role with lead a team of nurse care managers…
Added 5 mins ago
TC
Source to Contract Supervisor
TJX Companies
Marlborough, MA
- $85,600 to $109,200 USD / year
…embraces diversity, fosters collaboration, and prioritizes your development. Whether you’re working in our four global Home Offices, Distribution Centers or Retail Stores - TJ Maxx,…
Added 13 mins ago
Surgical Scheduler Breast Health
Ascension
Tulsa, OK
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
Added 13 mins ago
Registered Nurse Chemotherapy
Ascension
Anderson, IN
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
Added 13 mins ago
Front Office Assistant Neurosurgery
Ascension
Tulsa, OK
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
Added 13 mins ago
Front Office Assistant Cardio Consult
Ascension
Tulsa, OK
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
Added 13 mins ago
Front Office Assistant OB GYN
Ascension
Owasso, OK
Career growth: Ascension-paid tuition (Vocare), reimbursement, ongoing professional development and online learning
Added 14 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Yorktown, NY
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 14 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Yonkers, NY
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 14 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Woodstock, VA
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 15 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Wise, VA
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 15 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Woodbridge, NJ
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 15 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Woodbridge, VA
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 15 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Worcester, MA
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 15 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Woburn, MA
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 15 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Wytheville, VA
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 16 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Winchester, VA
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 16 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Windham, ME
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 16 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Williamsville, NY
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 16 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Weymouth, MA
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 16 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Winchester, VA
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 16 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Williamsburg, VA
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 16 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Westminster, MD
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 18 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
Washington, DC
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…
Added 18 mins ago
LH
Retail Sales – Part Time
Lowe's Home Centers, LLC
West Bridgewater, MA
- Part-time
As a Customer Service Associate, you combine top-notch customer service skills with genuine care for people to help customers feel comfortable while shopping at Lowe's. This is an excellent…

Charles Schwab

Advisor Platform Support Associate

Phoenix, AZ, United States

Apply About employer

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Job details

Experience: Minimum 1 year of customer service experience
Posting language: English
Posted: Sep 5, 2026

Original job description

Your opportunity

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.

Advisor Platform Support (APS) Associates act as an ambassador of Advisor Services to educate, guide, and assist clients. A career in APS begins with a solid client focused mentality and a strong desire to help clients meet their needs. Providing our clients with exceptional experiences is the priority at Schwab and in our APS team. Our goal is that all team members create client loyalty with every interaction. We want you to bring your personality to your calls and create those memorable experiences for clients. With a dual focus on inspiring client loyalty and employee engagement and development, we support clients and employees in reaching their goals. Schwab provides extensive training and internal support that affords employees the opportunity to be successful in all aspects of their career.

Through your client conversations you will:

Educate clients - Respond directly to client inquiries over the phone and engage clients in discussions focused on educating, and providing guidance as it relates to their website navigation needs
Be a client advocate - Care enough to ask the extra questions knowing that just one question, the right question, can get to the heart of the issue
Provide technical and solutions-based service - Troubleshoot website, platform, login, navigation, data access, browser, and system-related issues for Registered Investment Advisors (clients), delivering timely, professional, and courteous problem resolution while clearly documenting client interactions and resolution steps
Be consultative - Recommend solutions, when appropriate, to clients which align to their needs
Diagnose technical issues - Use probing questions, basic technical troubleshooting, internal knowledge resources, and remote verification practices to identify root causes to resolve common platform issues.
Build strong client and internal relationships - Collaborate in a team-based environment with a diverse group of professionals focused on meeting the needs of the clients and Charles Schwab Advisor Services

What you have

Required Qualifications

Minimum 1 year of customer service experience
Experience diagnosing and resolving issues involving websites, software, browser settings, login/access issues or digital tools
Effective verbal and written communication; able to clearly explain a complex process or technical concept
Possess a collaborative and relationship-focused work style with demonstrated success in a team environment
Have effective time management & communication skills, positive attitude, enthusiasm, professionalism and a strong work ethic with a high level of integrity

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

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 (https://www.schwabjobs.com/hybrid-work) 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 (https://www.schwabjobs.com/summary-of-benefits) 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

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

Apply About employer

More about this job

Skills

Troubleshoot website
Troubleshooting
Customer service
Communication skills
Time management

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