Associate Cost Basis Consultant
Core
Support internal service teams and financial professionals with cost basis inquiries and tax reporting issues via inbound calls.
Role type
Associate Cost Basis Consultant (Call Center Support)
Builds
Accurate cost basis calculations and IRS tax reporting forms for LPL Financial clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Cost basis knowledge, Microsoft Excel, inbound call handling, account reconciliation, regulatory compliance awareness
Preferred skills
Client Works experience, CXone (NICE) phone system, BETA system, SIE certification
Technologies
Microsoft Excel, CXone (NICE), BETA, Client Works
Responsibilities
Answer inbound calls from Service teams regarding cost basis and tax reporting; Research and process service requests; Review accounts and perform reconciliation; Perform daily quality control and exception review; Communicate with advisors to resolve account discrepancies; Assist with projects, UAT testing, and audits
Seniority
Entry-level, hands-on IC
