招聘
福利待遇
•401(k)
•Equity
•Unlimited Pto
•Parental Leave
•Learning
•Sabbatical
必备技能
Customer Service
Communication
Excel
Organizational Skills
Problem-Solving
Pay range: USD $57,000.00 - $63,000.00 / Year
Your opportunity
Schwab Advisor Wealth Services (AWS) 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 Registered Investment Advisors (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.
The Advisor Wealth 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, Advisor Wealth Services 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:
- Understanding and recognition of Advisor Wealth Services and risk factors related to Cost Basis, Tax Reporting, Corporate Actions and Brokerage Statements.
- 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.
- Problem-solving skills: Team orientation, enthusiasm, professionalism and strong work ethic with high level of integrity and ethics
- 1+ year(s) Customer Service experience.
- Bachelor's degree or 2 years' experience in the financial industry.
- Intermediate Excel skills- ability to handle large amounts of data using Excel.
Preferred Qualifications:
- Experience working with regulatory or risk issues preferred
- SIE or Series 7 preferred but not required.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At 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. 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
总浏览量
1
申请点击数
0
模拟申请者数
0
收藏
0
相似职位

Part Time Associate Banker Southwest Texas El Paso (30 hours)
JPMorgan Chase · El Paso, TX, United States, US

FX Options Trader - Associate
JPMorgan Chase · New York, NY, United States, US

Mobile Associate - Retail Sales
T-Mobile · Dubuque, Iowa

Controllers, AWM Mutual Fund Controllers, Associate, Jersey City
Goldman Sachs · Jersey City, New Jersey, United States

Associate Accountant
Fidelity · Smithfield, Rhode Island, USA
关于Charles Schwab

Charles Schwab
PublicCharles Schwab Corporation is a major American multinational financial services company that provides brokerage, banking, and financial advisory services to individual and institutional clients.
10,001+
员工数
Westlake
总部位置
$134B
企业估值
评价
4.3
10条评价
工作生活平衡
4.2
薪酬
3.8
企业文化
4.1
职业发展
3.2
管理层
4.4
78%
推荐给朋友
优点
Supportive management
Great work-life balance and flexibility
Excellent benefits and pay
缺点
Slow promotion and limited career advancement
Demanding work hours and fast-paced environment
Bureaucratic processes
薪资范围
29个数据点
L2
L3
L4
L5
L6
Mid/L4
L2 · Accountant L2
0份报告
$57,302
年薪总额
基本工资
$22,921
股票
$28,651
奖金
$5,730
$40,111
$74,493
面试经验
7次面试
难度
3.0
/ 5
时长
14-28周
录用率
28%
体验
正面 14%
中性 58%
负面 28%
面试流程
1
Phone Screen
2
Interview
3
Background Check
常见问题
Phone Interview
Recruiter Screening
Technical Assessment
新闻动态
Ninety One SA Pty Ltd Boosts Stock Position in The Charles Schwab Corporation $SCHW - MarketBeat
MarketBeat
News
·
3d ago
Barclays Sticks to Their Buy Rating for Charles Schwab (SCHW) - The Globe and Mail
The Globe and Mail
News
·
3d ago
Schwab Investors Get Spooked by JPMorgan’s AI Strategy. The Big Worry Is Cash Sweeps. - Barron's
Barron's
News
·
3d ago
Charles Schwab Posts Strong Q1, Analyst Raises Price Target On Monetization Opportunities - Benzinga
Benzinga
News
·
4d ago