Specialist, CS&S Tier 2 Support, Tax, Cost Basis, and Corporate Actions Hotline

Sua oportunidade

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 Imposto, Base de Custo, Especialista em Ações Corporativas, você promoverá a lealdade do cliente, fornecendo o suporte da mais alta qualidade aos nossos clientes internos e externos por meio de chamadas telefônicas de entrada relacionadas a relatórios de impostos para clientes da Schwab, base de custo e ações corporativas. Além disso, você terá de maneira eficiente e precisa Envie solicitações do cliente, como atualizações de base de custo, instruções obrigatórias e voluntárias. Clientes com perguntas sobre os formulários de imposto sobre o cliente da Schwab Brokerage, Base de Custo e Ações Corporativas.

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.
• ouvindo ativamente, avaliando as necessidades do cliente, pesquisando informações e fornecendo aos clientes soluções inovadoras relacionadas à sua conta de corretor tributável e tributável. Para atingir objetivos individuais, de equipe e departamentotaxable 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
• Gerenciando várias tarefas de maneira eficaz e equilibrar a alta produtividade com excelente qualidade de serviço. Com um forte foco do cliente e o desejo de ajudar as pessoas. Habilidades.
• 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.
• Desejo ser cruzado treinado nas várias funções do TCC.
• 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.

Requerda-

• 2 anos de experiência em atendimento ao cliente. Indústria

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.
• Educação proativa de clientes e parceiros internos em nossos produtos e serviços. para capacitar o sucesso pessoal e profissional de nossos funcionários. Nossa cultura de apoio e foco no seu desenvolvimento significa que você obterá as ferramentas necessárias para fazer uma diferença positiva no setor financeiro. Nosso
• Strong interpersonal, verbal, and written communication skills.
• Positive attitude, team oriented, enthusiastic, professional, forward thinker and strong work ethic.