Advisor Services Cost Basis Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Charles Schwab · 1 month ago

Advisor Services Cost Basis Associate

positionUS-TX-Westlake
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$50K/yr - $55K/yr
date0+ years exp

Charles Schwab is a financial services company focused on providing support to independent fee-based investment advisors. The Advisor Services Cost Basis Associate role involves assisting Schwab advisors with tax, cost basis, and statement inquiries, while ensuring superior customer service and attention to detail.

Financial Services
check
H1B Sponsor Likelynote

Responsibilities

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

Qualification

Customer Service experienceAnalytical skillsExcel skillsCommunication skillsOrganizational skillsTeam orientationInternet-based researchCost basis knowledgeTax knowledgeProblem-solving skillsWork ethic

Required

Candidates must possess the ability to conduct superior follow-up, along with excellent interpersonal, verbal, and written communication skills
6+ months' 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

Preferred

Bachelor's degree or 1+ year experience in the financial industry
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

Benefits

Eligible for bonus or incentive opportunities

Company

Charles Schwab

twittertwittertwitter
Glassdoor3.8
company-logo
We have plans for every turn you take.
dateFounded in 1973
location
San Francisco, California, USA
people-size10001+ employees
web-link
https://www.schwab.com/

H1B Sponsorship

Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)

Funding

Current Stage
Late Stage

Leadership Team

J
Jim McGreevy
Senior Project Manager
linkedin

Recent News

Benzinga.com
Stock Market Today: Nasdaq, S&P 500 Futures Rise—Salesforce, Hewlett-Packard Enterprise, Charles Schwab In Focus
2025-10-16
FinanceFeeds
Inside Goldman Sachs’ Crypto Currency Plans and Trading Desk
2025-10-04
Morningstar.com
The last thing the stock market wants right now is a government shutdown. Here's why.
2025-09-28
Company data provided by crunchbase