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Job Description
Join Charles Schwab as an Associate in the Advisor Services Cost Basis Team, where you'll provide exceptional support to independent investment advisors. You'll engage with clients, answer inquiries related to tax and cost basis, and ensure seamless service delivery in a fast-paced environment.
Key Responsibilities
Answer inbound calls from Advisors and service team representatives
Respond to client and service team requests via email
Conduct training for Advisors and Business Partners
Accurately process statement and cost basis enrollment forms
Required Qualifications
Bachelor’s degree or 1+ year experience in the financial industry
6+ months Customer Service experience
Excellent interpersonal, verbal, and written communication skills
Strong organizational and analytical skills
Analytical and problem-solving skills
Team orientation and strong work ethic
Knowledge of internet-based research and desktop applications
Intermediate Excel skills
Preferred Qualifications
Experience with regulatory or risk issues
SIE or Series 7 certification
Cost basis and tax knowledge
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance