Advisor Services Cost Basis Associate
2 weeks ago
Position Type: Regular Submit your CV and any additional required information after you have read this description by clicking on the application button. 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 to these independent RIAs, Schwab ACT focuses on meeting their needs and supporting both their business and client goals through collaborative relationships. The Advisor Services Cost Basis Team supports Schwab advisors with tax, cost basis, and statement inquiries. Daily duties include responding to phone calls about cost basis, tax reporting, statements, and researching corporate actions while providing tailored solutions. We focus on superior customer service and attention to detail. Successful team members are eager learners who thrive in a fast-paced, professional setting. Key responsibilities may include: Answer in-bound calls from Advisors, and internal business partners 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 To ensure that we fulfill our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have. Required Qualifications: Candidates must possess the ability to conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skills 6+ months’ 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 Preferred Qualifications: Bachelor’s degree or 1+ 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. xrczosw 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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Advisor Services Cost Basis Associate
2 weeks ago
Tempe, United States Charles Schwab Full timePosition Type: RegularYour opportunityWe 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 to...
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Advisor Services Cost Basis Associate
2 weeks ago
Laveen, AZ, United States Charles Schwab Full timePosition Type: Regular Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. 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...
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Advisor Services Cost Basis Associate
2 weeks ago
Glendale, 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...
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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...
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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)...
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Specialist, Advisor Services Cost Basis Service
13 hours ago
Tempe, 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...
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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...
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Phoenix, 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...
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Specialist advisor support services
6 days ago
Scottsdale, 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,...
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Supervision Support Professional
6 days ago
Tempe, AZ, United States Associate Staffing Full timeThe Company A prominent fortune 500 financial services firm with a nationwide network of independent financial advisors. This company offers an extensive selection of investment products and services to individuals, businesses, and institutions, with a strong emphasis on utilizing innovation and technology to cultivate client relationships. This role is...
