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JobsCharles Schwab

Specialist, Advisor Wealth Services Cost Basis

Charles Schwab

Specialist, Advisor Wealth Services Cost Basis

Charles Schwab

Orlando, FL

·

On-site

·

Full-time

·

2w ago

Compensation

$57,000 - $63,000

Benefits & Perks

401(k)

Equity

Unlimited PTO

Parental Leave

Learning Budget

Sabbatical

401k

Equity

Unlimited Pto

Parental Leave

Learning

Sabbatical

Required Skills

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

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About Charles Schwab

Charles Schwab

Charles 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+

Employees

Westlake

Headquarters

Reviews

3.6

2 reviews

Work Life Balance

3.0

Compensation

4.0

Culture

2.0

Career

1.5

Management

1.5

25%

Recommend to a Friend

Pros

Competitive wage

Strong benefits

Transparent interview process

Cons

Discrimination issues

Retaliation against employees

Wrongful termination

Salary Ranges

4 data points

L2

L3

L4

L5

L6

L2 · Accountant L2

0 reports

$57,302

total / year

Base

$22,921

Stock

$28,651

Bonus

$5,730

$40,111

$74,493

Interview Experience

7 interviews

Difficulty

3.0

/ 5

Duration

14-28 weeks

Offer Rate

28%

Experience

Positive 14%

Neutral 58%

Negative 28%

Interview Process

1

Phone Screen

2

Interview

3

Background Check

Common Questions

Phone Interview

Recruiter Screening

Technical Assessment