Senior Representative, Brokerage Operations Tax
Fidelity Investments•Jersey City, NJ
394d•$39,000 - $61,000•Onsite
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About The Position
The Cost Basis Senior Representative plays a crucial role in supporting client inquiries and maintaining accurate cost information for tax statements. This position involves providing cost basis research, lot cost updates, and explanations of cost basis calculations to both institutional and retail clients. The Senior Representative is responsible for processing service requests, enhancing the client experience, and driving efficiency in operations.
