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Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Cost Basis Operations (CBO) is dedicated to leading a culture that delivers timely and accurate tax reporting in our efforts to create a premier client experience, while providing a controlled and disciplined environment that allows our employees to feel valued and engaged. Explore an exciting and challenging opportunity to join an exceptional team within Operational Services that provides cost basis updates, support, and resolution of client inquiries.
What you’ll do:
Research and process cost basis adjustments for Retail and Advisor Services clients
Reconcile positions and transactions against Schwab’s cost basis system of record
Process cost basis edits and vpurchase requests
Assist with bulk cost basis updates
Research escalations
Work collaboratively and effectively with others
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
Highly motivated and results driven
Strong organization and time management skills
Good written and verbal communication skills
Accurate data entry skills
Strong analytical skills, attention to detail, and a passion for service quality
Intermediate MS Excel skills and the ability to work with large data sets
Ability to work under pressure in a fast-paced, ever changing environment while maintaining the highest level of positivity and professionalism
Good decision making and sound judgement skills
Preferred Qualifications
2+ years of experience in the financial services industry
Bachelor's degree or equivalent experience in Accounting, Finance or Economics
Knowledge of IRS Cost Basis regulations in relation to broker/dealer reporting
Series 7 license
You demonstrate these behaviors:
COMPETENCIES interviewing for
Analytical Thinking – Approaches a complex task or problem by breaking it down into its component parts and considering each part in detail.
Results Orientation – Has a strong sense of urgency about solving problems and getting work done.
Flexibility – Demonstrates openness to new organizational structures, procedures and technology.
Building Collaborative Relationships – Provides assistance, information and support to others, to build a basis for future reciprocity.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. 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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.