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WebNeed help? Call Advisor Platform Support at 800-647-5465. This site supports Microsoft Edge, Google Chrome, and Mozilla Firefox. For Institutional Use Only. WebThe Client Service Associate is responsible for processing client-initiated service requests that are received via email, phone calls and other internal applications within Schwab. These requests ... WebA Schwab affiliate, Charles Schwab Investment Management Inc., receives management fees on those ETFs. Schwab Intelligent Portfolios Solutions also invests in third-party ETFs. Schwab receives … aldi 28027