Senior Representative, Brokerage Operations Tax

Fidelity Investments•Jersey City, NJ

8d•$44,000 - $80,000•Onsite

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.

Requirements

Working knowledge IRS cost basis/regulations and the ability to communicate them to clients
Ability to answer client inquiries over the phone
Ability to analyze complex positions activity and perform cost basis adjustments using spreadsheets and manual calculations
Effective communication when resolving issues and providing exceptional customer service
An understanding of the unique needs of each business group supported by the organization
1-3 years of proven experience working in financial services industry preferred
1 years of inbound call center experience
Prior cost basis reporting experience and processing in a high-volume seasonal tax environment preferred
Strong analytical skills
Strong customer service skills

Responsibilities

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.
Improves the client experience, reduces client effort, and drives efficiency.