Senior Representative, Brokerage Operations, Tax

Responsibilities

• supports client inquiries and maintains client cost information for purposes of providing accurate cost basis and gain/loss information on our tax statements
• provides cost basis research, lot cost updates, and explanation of cost basis calculations to institutional and retail clients by processing service requests
• looks for ways to improve the client experience, reduce client effort, and drive efficiency
• communicate IRS cost basis/regulations to clients
• answer client inquiries over the phone
• analyze complex positions activity and perform cost basis adjustments using spreadsheets and manual calculations

• 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.