Senior Representative, Brokerage Operations Tax
Fidelity
Westlake, Denton County$85,530 - $85,530 est.Full-timePosted 4 days ago
Job Description: The Role 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 f…
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