• Specialist, Client Reporting

    Charles Schwab (Omaha, NE)
    …Schwab client tax reporting , cost basis, corporate actions, securities operations, distributions, and client reporting products. Alternative ... the status quo" and transform the finance industry together._ Client Reporting and Security Service (CRSS) is...Cost Basis, Corporate Actions, Distributions, Proxy, Class Action, and Securities Operations. + Anticipate client issues and… more
    Charles Schwab (10/24/24)
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  • Specialist, Alternative Investment Hotline

    Charles Schwab (Lone Tree, CO)
    …industry together._ The Alternative Investment Hotline (AIH) Team is a subgroup of Client Reporting and Security Services (CRSS) within Client Service & ... confidence through exceptional service, on every interaction with our clients. In Client Reporting and Security Services (CRSS) and Alternative Investments (AI)… more
    Charles Schwab (11/02/24)
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