Advisor Services Cost Basis Service Associate
Company: Charles Schwab
Location: Oviedo
Posted on: March 24, 2026
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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 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(s). What you’ll do:
The Advisor Services (AS) 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. 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: - Bachelor’s degree or 1 year experience in the
financial industry - 6 months Customer Service experience
(internships and collegiate activities will be considered) -
Intermediate Excel skills- ability to handle large amounts of data
using Excel - Candidates must possess the ability to conduct
superior follow-up, along with excellent interpersonal, verbal, and
written communication skills - Knowledge in internet-based
research, personal workstations/desktop applications - 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 Preferred Qualifications: - Experience working with
regulatory or risk issues preferred - SIE or Series 7 preferred,
but not required - Cost basis and tax knowledge is preferred, but
not required. In addition to the salary range, this role is
eligible for bonus or incentive opportunities. 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: -
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
Keywords: Charles Schwab, Greater Carrollwood , Advisor Services Cost Basis Service Associate, Accounting, Auditing , Oviedo, Florida
