Specialist, advisor wealth services cost basis - Winter Garden - Charles Schwab

    Charles Schwab
    Charles Schwab Winter Garden

    8 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

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