Associate Cost Basis Consultant
LPL Financial(28 days ago)
About this role
This role supports LPL Financial’s Client and Government Reporting team, focusing on cost basis and tax reporting while servicing internal teams via an inbound call center. The position provides subject-matter expertise to assist service and financial professionals and helps ensure accurate tax reporting and maintenance of tax lots. It is client-focused and operates within a fast-paced, collaborative environment.
Required Skills
- Customer Service
- Cost Basis
- Tax Reporting
- Phone Support
- Reconciliation
- Quality Control
- Excel
- UAT Testing
- Research
- Communication
+1 more
Qualifications
- SIE
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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