Senior Representative, Brokerage Operations, Tax

skillventory - A Leading Talent Research Firm

Cost Basis Senior Representative for Fidelity, supporting client inquiries and facilitating accurate tax statements. Engaging in cost basis research and driving efficiency for client services.

Posted 6/12/2026full-timeJersey City • New Jersey, Rhode Island, Texas • 🇺🇸 United StatesSenior💰 $44,000 - $80,000 per yearWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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.

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

cost basis researchcost basis calculationslot cost updatescost basis adjustmentsspreadsheetsmanual calculations

Soft Skills

analytical skillscustomer service skillscommunication skillsclient experience improvementefficiency driving