Charles Schwab Corporation

  • Associate, Cost Basis Transfers

    Job Locations US-AZ-Phoenix
    Requisition ID
    Posted Date
    1 week ago(2/7/2020 3:51 PM)
    Position Type
    Full time
  • Your Opportunity

    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.  

    What you’re good at

    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:


    • Daily review/sorting of incoming emails from contra firms
    • Daily communication with contra firms
    • Research across multiple systems to verify transaction information
    • Research escalations

    What you have

    Required Skills:


    • Intermediate computer skills including Outlook, Excel and Word
    • This role requires strict adherence to the established policies and procedures
    • 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 judgment skills are a must
    • Attention to detail is key in being successful in this position
    • Requires accurate data entry skills
    • Strong analytical skills
    • Identify and communicate issues effectively and timely to peers and management team
    • Ability to multi-task, understand the importance of follow-through
    • Outstanding time management and organization skills

    Preferred Skills:

    • years’ experience in Operations preferred
    • BA or BS preferred
    • Series 7/63 preferred


    You demonstrate these behaviors:

    • Strategic Thinking - Analyzing an organization’s competitive position and developing a clear and compelling vision of what the organization needs for success in the future.
    • Results Orientation - Focusing on the desired end result of one’s own or one’s units work; setting challenging goals, focusing effort on the goals, and meeting or exceeding them.
    • Thoroughness - Ensuring that one’s own and other’s work and information are complete and accurate; careful preparation for meetings and presentations; following up with others to ensure that agreements and commitments have been fulfilled.


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