Specialist advisor support services

Position Type : Regular Your opportunity 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 Specialist loves to learn and excels in a fast-paced, challenging, and professional environment.

Answer in-bound calls from Advisors, AS Service and Alliance representatives

Respond to client and service team requests received via email

Conduct training for Advisors and Business Partners

Understanding and recognition of Advisor Services and risk factors related to Cost Basis, Tax, Reorg and Statements

1+ year Customer Service experience (internships and collegiate activities will be considered)

Ability to prioritize and coordinate multiple processes / projects

Knowledge in internet-based research, personal workstations / desktop applications

Intermediate Excel skills- ability to handle large amounts of data using Excel

Bachelor's degree or 2+ year experience in the financial industry

Experience working with regulatory or risk issues preferred

Cost basis and tax knowledge is preferred, but not required.

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.

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