Basis Operations - 13+ job offers

Job Description What is the opportunity? Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal “Top Place to Work”, and shape RBC’s future! The Cost Basis department is responsible for the maintenance of our clients’ cost basis records. You will partner with Financial Advisors and

Job Description What is the opportunity? Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal “Top Place to Work”, and shape RBC’s future! The Cost Basis department is responsible for the maintenance of our clients’ cost basis records. You will partner with Financial Advisors and

Operations Associate III - Cost Basis Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal "Top Place to Work", and shape RBC's future! The Cost Basis department is responsible for the maintenance of our clients' cost basis records. You will partner with Financial Advisors and Cl

Cost Basis Specialist Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal "Top Place to Work", and shape RBC's future! The Cost Basis department is responsible for the maintenance of our clients' cost basis records. You will partner with Financial Advisors and Client Associates

*Job Description Summary** Raymond James is seeking a strategic Vice President to lead its Cost Basis and Tax Reporting Operations. This high-impact leadership role offers a unique opportunity to shape enterprise-wide strategy, drive operational excellence, and ensure regulatory compliance in a dyna

Cost Basis Analyst Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal "Top Place to Work", and shape RBC's future! The Cost Basis department is responsible for the maintenance of our clients' cost basis records. You will partner with Financial Advisors and Client Associates to

Revenue Operations Data Hygiene Coordinator (Part-Time Contract Basis) We are looking for a detail oriented RevOps Data Hygiene Coordinator to support day to day Salesforce data cleanup and maintenance. This role is highly executional and focused on accuracy, consistency, and following defined proce

Operations Associate III - Cost Basis Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal "Top Place to Work", and shape RBC's future! The Cost Basis department is responsible for the maintenance of our clients' cost basis records. You will partner with Financial Advisors and Cl

Revenue Operations Data Hygiene Coordinator (Part-Time Contract Basis) We are looking for a detail oriented RevOps Data Hygiene Coordinator to support day to day Salesforce data cleanup and maintenance. This role is highly executional and focused on accuracy, consistency, and following defined proce

Revenue Operations Data Hygiene Coordinator (Part-Time Contract Basis) We are looking for a detail oriented RevOps Data Hygiene Coordinator to support day to day Salesforce data cleanup and maintenance. This role is highly executional and focused on accuracy, consistency, and following defined proce

*Job Description** *What is the opportunity?** Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal “Top Place to Work”, and shape RBC’s future! The Cost Basis department is responsible for the maintenance of our clients’ cost basis records. You will partner with Financial Adviso

Cost Basis Specialist Join RBC Wealth Management, a 2021 Minneapolis/St. Paul Business Journal "Top Place to Work", and shape RBC's future! The Cost Basis department is responsible for the maintenance of our clients' cost basis records. You will partner with Financial Advisors and

Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. Cost Basis Operations is dedicated to leading a culture that delive