Specialist, advisor wealth services cost basis - Deltona - Charles Schwab

    Charles Schwab
    Charles Schwab Deltona

    10 hours ago

    Description

    Position Type:

    RegularSchwab 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


    To ensure that we fulfill our promise of " challenging the status quo " this role has specific qualifications that successful candidates should have.


    Required 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.
    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' experienceIntermediate 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.
    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

  • Position Type: RegularSchwab 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 advancin ...

    Sanford

    10 hours ago

  • Position Type: RegularSchwab 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 advancin ...

    Orlando

    10 hours ago

  • Work in company

    Specialist, Advisor Wealth Services Cost Basis

    Only for registered members

    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 ...

    Orlando

    1 week ago

  • Position Type: RegularSchwab 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 advancin ...

    Oviedo

    10 hours ago

  • Position Type: RegularSchwab 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 advancin ...

    Ocoee

    10 hours ago

  • Position Type: RegularSchwab 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 advancin ...

    Apopka

    10 hours ago

  • Position Type: RegularSchwab 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 advancin ...

    Winter Garden

    10 hours ago

  • Work in company

    Specialist, Advisor Wealth Services Cost Basis

    Only for registered members

    Your opportunity to join Schwab Advisor Wealth Services (AWS) as an Advisor Wealth Services Cost Basis Specialist. This role involves working on site in Orlando and requires specific qualifications such as understanding of risk factors related to cost basis and tax reporting. · ...

    Orlando

    1 month ago

  • Position Type: RegularYour opportunity · Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button. · Schwab Advisor Wealth Services (AWS) is the leading provider of custodial, operational, and trad ...

    Ocoee

    10 hours ago

  • Work in company

    Specialist, Advisor Wealth Services Cost Basis

    Only for registered members

    Schwab Advisor Wealth Services (AWS) es el proveedor líder de apoyo custodial, operativo y comercial para asesores financieros independientes. El equipo Cost Basis del Advisor Wealth Services atiende a todos los consejeros Schwab con sus necesidades relacionadas con impuestos, co ...

    Orlando

    1 month ago

  • Work in company

    Specialist, Advisor Wealth Services Cost Basis

    Only for registered members

    Schwab Advisor Wealth Services (AWS) is the leading provider of custodial, operational, and trading support for independent fee-based investment advisors. · ...

    Orlando, FL

    1 month ago

  • Position Type: Regular · Be one of the first applicants, read the complete overview of the role below, then send your application for consideration. · Your opportunity · Schwab Advisor Wealth Services (AWS) is the leading provider of custodial, operational, and trading support fo ...

    Ocoee

    22 hours ago

  • Work in company

    LEAD Surveillance Security Officer

    Only for registered members

    GardaWorld Security Services is Now Hiring a Surveillance Security Officer · Ready to suit up as a LEAD Surveillance Security Guard? · What matters most about a role like this is your sharp eye, capturing every detail as you scan a series of screens. Tell us about your strong obs ...

    Deltona, Florida, , United States

    22 hours ago

  • Work in company

    Security Officer

    Only for registered members

    GardaWorld Security Services is Now Hiring a Surveillance Security Officer · Ready to suit up as a Surveillance Security Guard? · What matters most about a role like this is your sharp eye, capturing every detail as you scan a series of screens. Tell us about your strong observat ...

    Deltona, Florida, , United States $42,000 - $70,000 (USD) per year

    21 hours ago

  • Work in company

    Security Officer

    Only for registered members

    GardaWorld Security Services is Now Hiring a Surveillance Security Officer · Ready to suit up as a Surveillance Security Guard? · What matters most about a role like this is your sharp eye, capturing every detail as you scan a series of screens. Tell us about your strong observat ...

    Deltona, FL $42,000 - $70,000 (USD) per year

    2 weeks ago

  • Work in company

    LEAD Surveillance Security Officer

    Only for registered members

    GardaWorld Security Services is Now Hiring a Surveillance Security Officer · Ready to suit up as a LEAD Surveillance Security Guard? · What matters most about a role like this is your sharp eye, capturing every detail as you scan a series of screens. Tell us about your strong obs ...

    Deltona, FL

    2 weeks ago

  • Work in company

    Security Officer

    Only for registered members

    We are hiring a Response Security Guard to adapt from one mission to the next and thrive in the heart of the action. Your role will vary depending on the day and special event. · Monitor premises to ensure security. · Conduct patrols to spot any suspicious activity. · ...

    Deltona

    1 month ago

  • Work in company

    Security Officer

    Only for registered members

    Job Description · GardaWorld Security Services is Now Hiring a Surveillance Security Officer · Ready to suit up as a Surveillance Security Guard? · What matters most about a role like this is your sharp eye, capturing every detail as you scan a series of screens. Tell us about yo ...

    Deltona $42,000 - $70,000 (USD) per year

    2 weeks ago

  • Work in company

    LEAD Surveillance Security Officer

    Only for registered members

    Job Description · GardaWorld Security Services is Now Hiring a Surveillance Security Officer · Ready to suit up as a LEAD Surveillance Security Guard? · What matters most about a role like this is your sharp eye, capturing every detail as you scan a series of screens. Tell us abo ...

    Deltona

    2 weeks ago

  • Work in company

    Senior Transportation Engineer

    Only for registered members

    Stanley Consultants is an award-winning and industry-leading global consulting engineering firm, with an unmatched commitment to culture, values, and ethics. We are dedicated to client experience and solve the most complex challenges to create a sustainable, connected, and enrich ...

    DeBary

    4 days ago

Jobs
>
Deltona