Cost Basis Specialist
Fidelity Investments•Jersey City, NJ
166d•$39,000 - $61,000
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About The Position
The Cost Basis Senior Representative supports client inquiries and maintains client cost information for purposes of providing accurate cost basis and gain/loss information on our tax statements and client channels. The Senior Representative provides cost basis research, lot cost updates, and explanation of cost basis calculations to institutional and retail clients by processing service requests and providing subject matter expertise over the telephone. We also look for ways to improve the client experience, reduce client effort, and drive efficiency.
