Specialist, Advisor Services Cost Basis Service
6 days ago
Position Type: Regular Your opportunity Schwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and work side by side providing them the support to help them manage their firm and meet their goals. What you'll do: The Advisor Services Cost Basis Team services all Schwab advisors with their tax, cost basis and statement needs. Daily tasks include answering phone calls discussing Schwab's cost basis offering, answer tax reporting and statement questions, researching corporate actions and offering flexible solutions that best fit each advisor's needs. We pride ourselves in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Specialist loves to learn and excels in a fast-paced, challenging, and professional environment. Key responsibilities may include: Answer in-bound calls from Advisors, AS Service and Alliance representatives Respond to client and service team requests received via email Conduct training for Advisors and Business Partners Accurately process statement and cost basis enrollment forms What you have Understanding and recognition of Advisor Services and risk factors related to Cost Basis, Tax, Reorg and Statements Candidates must possess the ability to conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skills 1+ year Customer Service experience (internships and collegiate activities will be considered) Strong organizational and analytical skills. Ability to prioritize and coordinate multiple processes/projects Analytical and problem-solving skills Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics Knowledge in internet-based research, personal workstations/desktop applications Intermediate Excel skills- ability to handle large amounts of data using Excel Bachelor's degree or 2+ year experience in the financial industry Experience working with regulatory or risk issues preferred SIE or Series 7 preferred, but not required Cost basis and tax knowledge is preferred, but not required. 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
-
PHOENIX, United States Charles Schwab Full timePosition Type: RegularYour opportunitySchwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and...
-
Phoenix, United States Charles Schwab Full timePosition Type: RegularBelow, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck.Your opportunitySchwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving...
-
PHOENIX, United States Charles Schwab Full timePosition Type: RegularYour opportunitySchwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and...
-
PHOENIX, United States Charles Schwab Full timePosition Type: RegularYour opportunity Schwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and...
-
Phoenix, United States Charles Schwab Full timePosition Type: RegularThe full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.Your opportunitySchwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business...
-
Glendale, AZ, United States Charles Schwab Full timePosition Type: Regular Your opportunity Schwab Advisor Custody and Trading (ACT) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. We have built our business on serving the needs of RIAs and advancing an industry that helps the advisor and their clients thrive. We understand their needs, and...
-
Advisor Services Cost Basis Associate
7 days ago
Phoenix, AZ, United States Charles Schwab Full timePosition Type: Regular Your opportunity 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(s). Schwab Advisor Custody and Trading (ACT) provides custodial, operational, and trading support to independent fee-based investment advisors (RIAs). As a partner...
-
Advisor Services Cost Basis Associate
5 days ago
Phoenix, AZ, United States Charles Schwab Full timePosition Type: Regular Increase your chances of an interview by reading the following overview of this role before making an application. Your opportunity 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(s). Schwab Advisor Custody and Trading (ACT)...
-
Advisor Services Cost Basis Associate
1 week ago
Phoenix, United States Phoenix Staffing Full timeSchwab Advisor Services Cost Basis Team PositionWe 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(s). Schwab Advisor Custody and Trading (ACT) provides custodial, operational, and trading support to independent fee-based investment advisors (RIAs). As a...
-
Advisor Services Cost Basis Associate
2 weeks ago
Phoenix, United States Arizona Staffing Full timeSchwab Advisor Services Cost Basis Team PositionWe 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(s). Schwab Advisor Custody and Trading (ACT) provides custodial, operational, and trading support to independent fee-based investment advisors (RIAs). As a...
