Specialist, Institutional
Company: Charles Schwab
Location: Kissimmee
Posted on: January 25, 2023
Job Description:
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 run their firm and
meet their goals. What you are good at The Advisor Cost Basis
Service 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
meticulous. A successful Advisor Services Client Reporting
Specialist loves to learn and excels in a fast-paced, challenging,
and professional environment. Key responsibilities may include:
- 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
- Accurately process statement and cost basis enrollment forms
What you have
- Understanding and recognition of Advisor Services and risk
factors related to Cost Basis, Tax, Reorg and Statements
- Candidates must possess the ability to conduct superior
follow-up, along with excellent interpersonal, verbal, and written
communication skills
- Customer service experience (internships and collegiate
activities will be considered)
- Strong organizational and analytical skills. Ability to
prioritize and coordinate multiple processes/projects
- Analytical and problem-solving skills
- Team orientation, enthusiasm, professionalism, and strong work
ethic with high level of integrity and ethics
- Knowledge in internet-based research, personal
workstations/desktop applications
- Intermediate Excel skills- ability to handle large amounts of
data using Excel
- College degree or equivalent work experience.
- Experience working with regulatory, or risk issues
preferred
- A valid and active FINRA Series 7 preferred, but not required
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. Explore further .Schwab is committed to building a
diverse and inclusive workplace where everyone feels valued. As an
Equal Opportunity Employer, our policy is to provide equal
employment opportunities to all employees and applicants without
regard to any status that is protected by law. Please click here to
see the policy. Schwab is an affirmative action employer, focused
on advancing women, racial and ethnic minorities, veterans, and
individuals with disabilities in the workplace. If you have a
disability and require reasonable accommodations in the application
process, contact Human Resources at or call .TD Ameritrade, a
subsidiary of Charles Schwab, is an Equal Opportunity Employer. At
TD Ameritrade we believe People Matter. We value diversity and
believe that it goes beyond all protected classes, thoughts, ideas,
and perspectives.
Keywords: Charles Schwab, Kissimmee , Specialist, Institutional, Other , Kissimmee, Florida
Didn't find what you're looking for? Search again!
Loading more jobs...