Tax, Cost Basis, and Corporate Actions Hotline Specialist

Your Opportunity

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.

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 objectives
• Managing 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.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

What you are good at

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.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.