Cost Basis Associate, Advisor Services

**Your opportunity**

_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)._

Schwab Advisor Custody and Trading (ACT) provides custodial, operational, and trading support to independent fee-based Registered investment advisors (RIAs). As a partner to these independent RIAs, Schwab ACT focuses on meeting their needs and supporting both their business and client goals through collaborative relationships.

The Advisor Services Cost Basis Team supports Schwab advisors with tax, cost basis, and statement inquiries. Daily duties include responding to phone calls about cost basis, tax reporting, statements, and researching corporate actions while providing tailored solutions. We focus on superior customer service and attention to detail. Successful team members are eager learners who thrive in a fast-paced, professional setting.

Key responsibilities may ...