Specialist, CS&S Tier 2 Support, Tax, Cost Basis, and Corporate Actions Hotline
Company: Charles Schwab
Location: Omaha
Posted on: April 28, 2025
Job Description:
Position Type: RegularYour opportunityAt 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. -Charles
Schwab's -CS&S T2 Hotline Support Team - Tax, Cost Basis, and
Corporate Actions (TCC) is responsible for providing expertise on
complex tax, cost basis and corporate actions. -As an elite team of
experts, we are committed to delivering efficient solutions that
maximize trust while minimizing risk by owning every client
interaction through clients' eyes. -As a Tax, Cost Basis, Corporate
Actions Specialist, you will promote client loyalty by providing
the highest quality support to our internal and external customers
via inbound phone calls relating to Schwab client tax reporting,
cost basis and corporate actions. Additionally, you will
efficiently and accurately submit client requests such as cost
basis updates, mandatory and voluntary instructions.You will
provide "best in class" service by:
Having a passion for client service,
positive energy, and problem-solving skills to connect with our
clients and colleagues via inbound and outbound calls.Assisting our
internal and external clients with questions regarding Schwab
brokerage client tax forms, cost basis, and corporate actions.
Actively listening, assessing client needs, researching
information, and providing clients with innovative solutions
related to their taxable brokerage account.Proactively educating
clients and internal partners on our products and services.Helping
clients navigate Schwab's electronic channels, including online
tools and services Interacting and collaborating with leaders and
team members to attain individual, team, and department
objectivesManaging multiple tasks effectively and balancing high
productivity with excellent service quality.Cross training to
obtain additional skills as business needs arise.What you have -
- Strong computer skills, including knowledge of Windows (XP),
internet searching, email (Outlook), and Microsoft Teams.
- Passion for service with strong client-focus and the desire to
help people.
Strong communication and relating
skills with the ability to navigate and explain complex subjects
such as IRS rules and regulations to client.Positive attitude,
enthusiasm, professionalism, adaptable mindset, and strong work
ethic with high level of integrity and ethics.Organizational, time
management, prioritization, and analytical skills.Desire to be
crossed trained in the various TCC functions.The ability and desire
to work cooperatively with team members.Ability to set challenging
goals and focus on achieving or exceeding them.Demonstrated desire
to lead as well as challenge yourself to learn and grow in
TCC.Required-2 years of customer service experience.Preferred
-Bachelor's degree or equivalent work experience preferred.Subject
matter expertise in tax cost basis, and/or corporate
actions.Experience in financial services and/or education in
finance or a related industry.Proactively educating clients and
internal partners on our products and services.Strong
interpersonal, verbal, and written communication skills.Positive
attitude, team oriented, enthusiastic, professional, forward
thinker and strong work ethic. -
What's in it for youAt 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 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 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, Sioux City , Specialist, CS&S Tier 2 Support, Tax, Cost Basis, and Corporate Actions Hotline, Accounting, Auditing , Omaha, Iowa
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