Cost & Tax Support Specialist
Job in
Orlando, Orange County, Florida, 32885, USA
Listed on 2026-01-02
Listing for:
Charles Schwab
Full Time
position Listed on 2026-01-02
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in Orlando, Florida, is seeking a Customer Service Representative to support financial advisors with their cost basis and tax needs. Responsibilities include handling phone inquiries, processing enrollment forms, and training advisors. Candidates should have a relevant bachelor's degree, experience in customer service, and intermediate Excel skills. The role offers a competitive benefits package and opportunities for professional growth in a hybrid work environment.
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