Service Advisor

5 days ago

Kissimmee FL, United States Charles Schwab Full time

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.
 
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).
 
The Advisor Services (AS) 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. 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
Bachelor’s degree or 1+ year experience in the financial industry
~6+ months Customer Service experience (internships and collegiate activities will be considered)
~ Intermediate Excel skills- ability to handle large amounts of data using Excel
~ Knowledge in internet-based research, personal workstations/desktop applications
~ Ability to prioritize and coordinate multiple processes/projects
~ Experience working with regulatory or risk issues preferred
Cost basis and tax knowledge is preferred, but not required. 
In addition to the salary range, this role is eligible for bonus or incentive opportunities.
 
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.
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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