salary: $19 - $19 per hour
work hours: 8 AM - 4 PM
education: No Degree Required
- Updating cost basis information into Sparks program
- Talent will be working out of queues with requests coming in from business partners and/or clients due to gaps in data. This will require research to determine what is causing the gaps and what changes are needed for them to then conduct data entry in their back end system to ensure the information flows correctly to the client moving forward
- Accuracy is key, any discrepancies can impact client taxes
- Receives updates through a platform via doc control team where clients send in forms. Doc control creates the case and sends out requests. Requests could also come in via contracts.
- Large complex updates that may require further research
- No customer contact - this is a production role
- Will need to toggle between various systems that schwab uses to find discrepancies and solutions to remediate the gaps
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