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Keywords: Advisor Services Cost Basis Associate, Location: Phoenix, AZ

Page: 1

Advisor Services Cost Basis Associate

relationships. The Advisor Services Cost Basis Team supports Schwab advisors with tax, cost basis, and statement inquiries. Daily... duties include responding to phone calls about cost basis, tax reporting, statements, and researching corporate actions...

Company: Charles Schwab
Location: Phoenix, AZ
Posted Date: 27 Nov 2025
Salary: $48000 - 53000 per year