Specialist, Advisor Wealth Services Cost Basis
Company: Charles Schwab
Location: Kissimmee
Posted on: March 11, 2026
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Job Description:
Position Type: Regular Your opportunity Schwab Advisor Wealth
Services (AWS) 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 Registered
Investment Advisors (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. The
Advisor Wealth Services 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. A successful Advisor
Services Cost Basis Specialist loves to learn and excels in a
fast-paced, challenging, and professional environment. Key
responsibilities may include: - Answer in-bound calls from
Advisors, Advisor Wealth Services 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 To
ensure that we fulfill our promise of " challenging the status quo
" this role has specific qualifications that successful candidates
should have. Required Qualifications: - Understanding and
recognition of Advisor Wealth Services and risk factors related to
Cost Basis, Tax Reporting, Corporate Actions and Brokerage
Statements. - Candidates must possess the ability to conduct
superior follow-up, along with excellent interpersonal, verbal, and
written communication skills. - Strong organizational and
analytical skills. Ability to prioritize and coordinate multiple
processes/projects. - Problem-solving skills: Team orientation,
enthusiasm, professionalism and strong work ethic with high level
of integrity and ethics - 1 year(s) Customer Service experience. -
Bachelor’s degree or 2 years’ experience in the financial industry.
- Intermediate Excel skills- ability to handle large amounts of
data using Excel. Preferred Qualifications: - Experience working
with regulatory or risk issues preferred - SIE or Series 7
preferred but not required. In addition to the salary range, this
role is also 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, Lake Magdalene , Specialist, Advisor Wealth Services Cost Basis, Accounting, Auditing , Kissimmee, Florida
