Specialist, Institutional
Company: Charles Schwab
Location: Sun City
Posted on: March 16, 2023
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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 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 detail oriented. 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 license
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. 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, Sun City , Specialist, Institutional, Other , Sun City, Arizona
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