Cost Basis Specialist
| Company | Fidelity Investments |
|---|---|
| Location | Smithfield, RI, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
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
Responsibilities
-
No responsibilities provided.
Preferred Qualifications
- 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