Job Description:
The Role
The Senior Representative, Brokerage Operations Tax 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 for ways to improve the client experience, reduce client effort, and drive efficiency.
- 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
The Expertise and Skills You Bring
- 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
Note: Fidelity will not provide immigration sponsorship for this position.
The Team
The Cost Basis Service team receives phone calls and processes service requests to support the tracking of tax and cost basis information, which is necessary to accurately report information on IRS form 1099 for retail, institutional, and correspondent customers. The goal of the team is to ensure accurate tax reporting while improving scalability to support a growing customer population while providing the best customer experience in the industry.
Certifications:
Category:Brokerage Operations
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Fidelity Investments Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Fidelity Investments and has not been reviewed or approved by Fidelity Investments.
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Strong & Reliable Incentives — Bonuses, commissions, and profit-sharing are presented as generous and meaningful components of total compensation, with certain roles achieving high total earnings through multiple pay streams. Variable pay is consistently framed as a positive contributor beyond base salary.
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Retirement Support — A 401(k) match up to 7% alongside additional profit-sharing up to 10% materially enhances long-term compensation. These retirement features are highlighted as standout strengths of the overall package.
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Parental & Family Support — Generous paid parental leave (16 weeks maternity, 12 weeks parental), backup dependent care, and adoption assistance provide robust family support. Hybrid work and caregiving resources further ease family responsibilities.
Fidelity Investments Insights
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products. Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
