<p>Job Description:</p> <p>The Role</p> <p>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.</p> <ul> <li>Working knowledge IRS cost basis/regulations and the ability to communicate them to clients </li><li>Ability to answer client inquiries over the phone </li><li>Ability to analyze complex positions activity and perform cost basis adjustments using spreadsheets and manual calculations </li><li>Effective communication when resolving issues and providing exceptional customer service </li><li>An understanding of the unique needs of each business group supported by the organization </li></ul> <p>The Expertise and Skills You Bring</p> <ul> <li>1-3 years of proven experience working in financial services industry preferred </li><li>1+ years of inbound call center experience </li><li>Prior cost basis reporting experience and processing in a high-volume seasonal tax environment preferred </li><li>Strong analytical skills </li><li>Strong customer service skills </li></ul> <p>Note: Fidelity will not provide immigration sponsorship for this position.</p> <p>The Team</p> <p>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.</p> <p>Certifications:</p> <p>Company Overview</p> <p>Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.</p> <p>Join Us</p> <p>At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.</p> <p>Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.</p> <p>At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.</p> <p>We invite you to Find Your Fidelity at fidelitycareers.com.</p> <p>Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.</p> <p>Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.</p>