Role will start onsite. 1 round of interview on Zoom, in-person option available if requested. The Gain & Loss department maintains basis records and provides Gain/Loss reporting for assets held in MS Wealth Management customer accounts. The Branch Services Representative is responsible for answering and resolving branch inquiries on a wide variety of Gain/Loss topics, including Gain/Loss account maintenance, 1099-B reporting, providing educational and regulatory insight, reconciliation discrepancies and overall cost basis reporting questions. Resolution typically requires manual adjustments.
Requirements:
Qualifications:
Financial Analyst Junior • South Jordan, UT, United States
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