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 haveRequired Qualifications:
Bachelor’s degree or 1+ year experience in the financial industry6+ months Customer Service experience (internships and collegiate activities will be considered)Intermediate Excel skills- ability to handle large amounts of data using ExcelCandidates must possess the ability to conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skillsKnowledge in internet-based research, personal workstations/desktop applicationsStrong 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 ethicsPreferred Qualifications:
Experience 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
Software Powered by iCIMS
www.icims.com