Specialist, Advisor Wealth Services Cost Basis

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 Schwabu2019s cost basis offering, answer tax reporting and statement questions, researching corporate actions and offering flexible solutions that best fit each advisoru2019s 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

Created: 2026-02-09