• Associate , Advisor Services

    Charles Schwab (Westlake, TX)
    …pride ourselves in providing superior customer service while being detail-oriented. A successful Advisor Services Cost Basis Associate loves to learn ... them manage their firm and meet their goals. The Advisor Services Cost Basis Team...may include: + Answer in-bound calls from Advisors, AS Service and Alliance representatives + Respond to client and… more
    Charles Schwab (09/29/24)
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