Cost Basis Associate (Phone Team)

About Atrium:

What you do matters. As a people-centric organization, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Join us and become part of an inclusive team.

Client Overview:

Our client is a leading financial services firm dedicated to providing trusted advice and personalized solutions to individuals, families, and institutions. With a commitment to client satisfaction and long-term relationships, they support growth through innovative financial tools and superior customer service. Currently, they are looking to add a Cost Basis Associate (Phone Team) to their team.

Salary/Hourly Rate:

$22.50/hr (Temp).
$47k – $48k Annual salary upon conversion.

Position Overview:

The Cost Basis Associate (Phone Team) provides customer service and support related to cost basis reporting and investment account details. The role includes extensive phone work, data entry, and collaboration with internal departments. It is a temp-to-perm position that requires on-site attendance, with the opportunity to transition into a hybrid schedule based on performance.

Responsibilities of the Cost Basis Associate (Phone Team):

• Answer incoming calls from branches (approximately 5 hours a day).
• Provide exceptional customer service.
• Review and assign incoming form requests.
• Create detailed workflow items based on calls and requests.
• Perform data entry and light research.
• Support projects and workflow assignments.

Required Experience/Skills for the Cost Basis Associate (Phone Team):

• Previous call center or customer service experience.
• Excellent communication skills (verbal and written).
• Ability to work in a fast-paced, dynamic environment.
• Strong attention to detail and organizational skills.
• Ability to prioritize tasks and manage time effectively.
• Professional demeanor and positive attitude.
• Comfortable handling phone-based client service work.
• Proficient in Microsoft Office Suite, especially Excel, Outlook, and SharePoint.

Preferred Experience/Skills for the Cost Basis Associate (Phone Team):

• Experience in the financial services industry.
• Understanding of cost basis, gain/loss reporting, and capital gains calculations.
• Familiarity with investment concepts and financial markets.
• Experience working with workflow queues and performing data quality checks.

Education Requirements:

• High school diploma is required.
• Associate’s degree is preferred.

Benefits:

• Opportunity for full-time conversion based on performance.
• Hybrid work schedule post-conversion (3 days onsite, 2 remote).
• Company-provided laptop and monitor.
• Professional growth within a reputable financial institution.

By applying to this job, you agree to receive calls, AI-generated calls, text messages, and/or emails from Atrium and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to opt out on any message you receive. For more details, please review our Terms of Use and Privacy Policy.

As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO