At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe that, when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.
As a company, we were established by Chuck over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.
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 Associate 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 forms What you haveTo ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.
Required Qualifications:
Bachelor’s degree or 1+ year of experience in the financial industry6+ months of customer service experience (internships and collegiate activities will be considered)Intermediate Excel skills - ability to handle large amounts of data using ExcelExperience with internet-based research, personal workstations/desktop applications
Preferred Qualifications:
Candidates must possess the ability to conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skillsStrong organizational and analytical skills. Ability to prioritize and coordinate multiple processes/projectsAnalytical and problem-solving skillsTeam orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethicsExperience working with regulatory or risk issues preferredSIE or Series 7 preferred, but not requiredCost basis and tax knowledge is preferred, but not required. Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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