Pay range: USD $47,100.00 - $55,016.00 / Year
Your opportunity
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.
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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 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
To 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 industry
- 6+ months of customer service experience (internships and collegiate activities will be considered)
- Intermediate Excel skills - ability to handle large amounts of data using Excel
- Experience 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 skills
- 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
- 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, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. 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