Description

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 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

What you have

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

Required Qualifications:

• Understanding and recognition of Advisor Wealth Services and risk factors related to Cost Basis, Tax Reporting, Corporate Actions and Brokerage Statements.
• 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' experience in the financial industry.
• Intermediate 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.



Requisition #: 2026-118678

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Requirements

2026-118678