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Your Opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Schwab Advisor Custody and Trading (ACT) 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 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.
The Advisor 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 Associate loves to learn and excels in a fast-paced, challenging, and professional environment.
Key responsibilities may include :
What you have
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
campus
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams.
Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits : A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home today and in the future.
Last updated : 2024-06-12
Full Time
Securities
$85k-118k (estimate)
02/28/2024
09/11/2024
aboutschwab.com
SAN FRANCISCO, CA
15,000 - 50,000
1986
WALTER W BETTINGER II
$10B - $50B
Securities
The job skills required for Service advisor include Customer Service, Problem Solving, Written Communication, Organizational Skills, etc. Having related job skills and expertise will give you an advantage when applying to be a Service advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Service advisor. Select any job title you are interested in and start to search job requirements.