Description:
At Fidelity, we help 23 million people invest their life savings, 20,000 businesses manage their employee benefits programs, 10,000 advisors and institutions requiring innovative technology solutions to invest their clients’ money. To do this well, we place a high degree of value in nurturing a work environment that attracts the best talent and reflects our dedication to being an employer of choice.
Fidelity established its Ireland presence in 1996 and we currently employ over 1000 staff across IT and Operations & Corporate Shared Services with offices in Dublin (Citywest) and Galway (Parkmore East).
We are a privately-owned company, committed to innovation and providing the best customer experience in financial services.
The Expertise We’re Looking For
The Purpose of Your Role
You will work within an exciting, dynamic Tax Services environment and be responsible for supporting client inquiries, maintaining and providing accurate cost basis and gain/loss information on tax forms and client channels. The role involves the processing of service request items and providing subject matter expertise to customers over the telephone in a second line support capacity to the Personal Investing Client Experience reps. You will also look for ways to improve the client experience, reduce client effort and to drive efficiency.
The global Cost Basis Service team receives systematic service requests and telephone calls to support the tracking of cost basis information, which is necessary to accurately report information on IRS form 1099 for retail, institutional, advisory firm and correspondent broker dealer customers.
Cost basis is the original value of an asset for tax purposes, adjusted for stock splits, dividends and return of capital distributions. This value is used to determine capital gains and losses.
The Skills You Bring
The Value You Deliver
Organization | Fidelity Investments |
Industry | Accounting / Finance / Audit |
Occupational Category | Analyst Brokerage Operations Tax |
Job Location | Dublin,Ireland |
Shift Type | Morning |
Job Type | Full Time |
Gender | No Preference |
Career Level | Intermediate |
Experience | 4 Years |
Posted at | 2022-10-29 9:31 am |
Expires on | Expired |