- Charles Schwab (Indianapolis, IN)
- …Schwab client tax reporting, cost basis, corporate actions, securities operations , distributions, and client reporting products. Alternative Investments Custody ... Cost Basis, Corporate Actions, Distributions, Proxy, Class Action, and Securities Operations . + Anticipate client issues and problems and proactively take necessary… more
- Charles Schwab (Indianapolis, IN)
- …by providing expert Estate guidance to our clients and advisors. The Estate Hotline role is primarily a client facing phone-based role. This role is primarily ... Series 7 & 63 licenses preferred but not required. As a Schwab Estate Hotline Professional, you will be responsible for creating an outstanding, expert experience to… more