Operations Support

Gain & Loss Department Role

The Role will start onsite. 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 information, and ensuring compliance with internal policies and external regulations.