Specialist, Advisor Services Cost Basis Service
5 days ago
Position 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 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 representativesRespond to client and service team requests received via emailConduct training for Advisors and Business PartnersAccurately process statement and cost basis enrollment formsWhat you haveUnderstanding and recognition of Advisor Services and risk factors related to Cost Basis, Tax, Reorg and StatementsCandidatesmust possess the ability to conduct superior follow-up, along withexcellent interpersonal, verbal, and written communication skills1+ year CustomerService experience (internships and collegiate activities will be considered)Strong organizational and analytical skills. Ability to prioritize and coordinatemultiple processes/projectsAnalytical and problem-solving skillsTeam orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethicsKnowledge in internet-based research, personal workstations/desktop applicationsIntermediateExcel skills- ability to handle large amounts of data using ExcelBachelor'sdegree or 2+ year experience in the financial industryExperience working with regulatory or risk issues preferredSIE or Series 7preferred, but not requiredCost basis and tax knowledge is preferred, but not required.What's in it for youAt 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. xhmxlyz 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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurancePDN-a0949673-4a10-4fd b74f51eaf
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Roanoke, 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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Roanoke, TX, United States Charles Schwab Full timePosition Type: Regular Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck. 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...
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Advisor Services Cost Basis Associate
7 days ago
Roanoke, United States Charles Schwab Full timePosition Type: RegularThe information below covers the role requirements, expected candidate experience, and accompanying qualifications.Your 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)...
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