Operations Associate, Cost Basis Transfers:
Cost Basis Operations is dedicated to leading a culture that delivers timely cost basis research, updates and reporting services 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. Cost Basis Operations is under the Shared Support Services umbrella.
As an Associate in Cost Basis Operations you will be part of a team that oversees the transmission and upkeep of cost basis data for assets transferred in and out of Schwab. This is a fast-paced working environment where effective communication and teamwork are a must. Flexibility and adaptability are necessary, because the associate will rotate through different functions as business needs arise. Duties for this role will include, but are not limited to:
You demonstrate these behaviors: