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Charles Schwab Client Service Associate Jobs (NOW HIRING)

Mariner Finance

Manager, Client Service

Brooklyn, NY · On-site

Input and review money movement transactions within Wealthscape and Charles Schwab. * Responsible ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

Mariner Finance

Manager, Client Service

Queens, NY · On-site

Input and review money movement transactions within Wealthscape and Charles Schwab. * Responsible ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

Mariner Finance

Manager, Client Service

Manhattan, NY · On-site

Input and review money movement transactions within Wealthscape and Charles Schwab. * Responsible ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

Mariner Finance

Manager, Client Service

Jamaica, NY · On-site

Input and review money movement transactions within Wealthscape and Charles Schwab. * Responsible ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

Mariner Finance

Manager, Client Service

Bronx, NY · On-site

Input and review money movement transactions within Wealthscape and Charles Schwab. * Responsible ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

Mariner Finance

Manager, Client Service

New York, NY · On-site

Input and review money movement transactions within Wealthscape and Charles Schwab. * Responsible ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

Farther

Client Experience Associate

Irving, TX

The Role As a Client Experience Associate, you are at the core of Farther's client service and ... client service (e.g., onboarding, ACATs, distributions) with custodians such as Charles Schwab ...

Mariner Finance

Manager, Client Service

Brooklyn, NY · On-site

Input and review money movement transactions within Wealthscape and Charles Schwab. * Responsible ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

Mariner

Manager, Client Service

New York, NY · On-site

$90K - $110K/yr

Input and review money movement transactions within Wealthscape and Charles Schwab. * Responsible ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

Mariner Finance

Manager, Client Service

Yonkers, NY · On-site

Input and review money movement transactions within Wealthscape and Charles Schwab. * Responsible ... We believe in giving associates progressive opportunities, actively nurturing professional growth ...

VISE Inc

Client Service Associate

Manhattan, NY

$90K - $110K/yr

Client Service Associate New York, NY Vise is looking for a Client Service Associate to join the ... Experienced with custodian platforms (such as Charles Schwab and Fidelity) is preferred

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Charles Schwab Client Service Associate information

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How much do charles schwab client service associate jobs pay per hour?

As of Jun 11, 2026, the average hourly pay for charles schwab client service associate in the United States is $17.14, according to ZipRecruiter salary data. Most workers in this role earn between $13.94 and $19.23 per hour, depending on experience, location, and employer.

What are some common challenges faced by Charles Schwab Client Service Associates, and how are they typically addressed?

Charles Schwab Client Service Associates often navigate the challenge of balancing high call volumes with the need to provide personalized, high-quality service. They may encounter complex client inquiries about investments, account management, or platform navigation. To address these challenges, Schwab provides comprehensive training, ongoing mentorship, and access to knowledge resources. Team collaboration and regular feedback sessions also help associates continuously improve and handle client needs efficiently.

What does a Charles Schwab Client Service Associate do?

A Charles Schwab Client Service Associate assists clients with their financial accounts, providing support through phone, email, and sometimes in-person interactions. They help clients with account inquiries, resolve issues, process transactions, and provide information about Schwab’s products and services. These associates play a vital role in ensuring clients have a positive experience and understand their investment options. They must have strong communication skills and a good understanding of financial products to address client needs efficiently.

What are the key skills and qualifications needed to thrive as a Charles Schwab Client Service Associate, and why are they important?

To thrive as a Charles Schwab Client Service Associate, you need a solid understanding of financial products, client service principles, and typically a bachelor's degree or equivalent work experience. Familiarity with brokerage platforms, CRM systems, and FINRA Series 7 and 63 licenses are often required or encouraged. Strong communication, problem-solving abilities, and attention to detail help associates build trust and effectively address client needs. These competencies are crucial for delivering top-tier service, maintaining compliance, and fostering client loyalty in a competitive financial services environment.
Infographic showing various Charles Schwab Client Service Associate job openings in the United States as of June 2026, with employment types broken down into 87% Full Time, and 13% Part Time. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $35,647 per year, or $17.1 per hour.

Client Relationship Specialist

OnePoint BFG Wealth Partners

Parsippany, NJ

Other

Posted 9 days ago

Job description

Job Description: Client Relationship Specialist (Full-Time)


Position Overview:


We are seeking a highly motivated and detail-oriented Client Relationship Specialist (CRS) to join our team at OnePoint BFG. The CSA will play a crucial role in supporting several financial advisors by providing a wide range of administrative and client service tasks as part of an expanding centralized client service division. This position offers the opportunity to work in a dynamic environment and contribute to the firm's success by ensuring efficient operations and exceptional client service.


Key Responsibilities:


  • Client Interaction: Serve as the first point of contact for clients, answering phone calls, scheduling, and confirming meetings, and preparing for client meetings.
  • CRM Maintenance: Responsible for the upkeep and accuracy of client information in the Customer Relationship Management (CRM) system.
  • Account Management: Handle all aspects of new account paperwork, money movement, and additional paperwork tasks as needed.
  • Product Support:Assist with Annuity and Insurance paperwork and support marketing initiatives.
  • Reporting and Analysis: Interact with various platforms and workflows such as custodial portals, Orion Reporting, and Emoney to assist in client onboarding, reporting and related service requests.
  • Trading Support: Assist with trading activities and maintain familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, Goldman Sachs, and LPL.
  • Project Assistance: Support the management team with various projects during downtime.


Qualifications:


  • Experience: Prior experience in a client service role within a financial advisory or investment firm is preferred. Familiarity with custodial platforms such as Charles Schwab, Fidelity, Pershing, and LPL is a plus.
  • Skills: Strong organizational and communication skills, attention to detail, and the ability to multitask and prioritize effectively.
  • Mindset: A high level of client service orientation, a collaborative attitude, and a proactive approach to problem-solving.
  • Education: A bachelor's degree in finance, business, or a related field is preferred.
  • Plus: Familiarity with key industry platforms and tools, including but not limited to:
  • Portfolio Management Systems (e.g., Orion, Morningstar).
  • Financial Planning Software (e.g., eMoney Advisor, MoneyGuidePro).
  • Customer Relationship Management (CRM) Software (e.g., Salesforce).
  • Understanding of compliance software relevant to the financial industry.

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