Advisor Services Cost Basis Associate

Position Type : Regular

Your opportunity

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(s).

Schwab Advisor Custody and Trading (ACT) provides custodial, operational, and trading support to independent fee-based investment advisors (RIAs). As a partner to these independent RIAs, Schwab ACT focuses on meeting their needs and supporting both their business and client goals through collaborative relationships.

The Advisor Services Cost Basis Team supports Schwab advisors with tax, cost basis, and statement inquiries. Daily duties include responding to phone calls about cost basis, tax reporting, statements, and researching corporate actions while providing tailored solutions. We focus on superior customer service and attention to detail. Successful team members are eager learners who thrive in a fast-paced, professional setting.

Key responsibilities may include :

• Answer in-bound calls from Advisors, and internal business partners
• 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 :

Preferred Qualifications :

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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.

We offer a competitive benefits package that takes care of the whole you – both today and in the future :