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Cost Basis Associate Jobs in Washington (NOW HIRING)

Canvas

Cost Estimator (PL)

Arnold, MD

Creating an Independent Government Cost Estimate (IGCE) and solid Basis of Estimate (BOE) to ... Associate technical data, cost and schedule at relevant milestones in the project life cycle.

Brighton Jones

Advisor - Washington DC

Washington, DC · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

... cost basis and other position data via portfolio management software * Responsible for reviewing ... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as ...

Brighton Jones

Advisor - Washington DC

Washington, DC

... cost basis and other position data via portfolio management software * Responsible for reviewing ... Associate Advisor to achieve timely execution of intra-day requests with strict timeframes such as ...

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Cost Basis Associate information

What is the difference between Cost Basis Associate vs Equity Compensation Analyst?

AspectCost Basis AssociateEquity Compensation Analyst
CredentialsTypically requires finance or accounting background, certifications like CPA or CFA are a plusRequires finance, accounting, or HR background; certifications like CFA or CEPI may be relevant
Work EnvironmentFinancial institutions, brokerage firms, or asset management companiesCorporate HR departments, financial services firms, or equity plan providers
Industry UsageCommonly used in investment and brokerage sectorsUsed in companies offering employee stock options and equity plans
Job FocusCalculating and managing cost basis for securities, ensuring complianceManaging employee equity plans, analyzing stock compensation data

The main difference is that a Cost Basis Associate focuses on securities' cost basis calculations within investment firms, while an Equity Compensation Analyst specializes in managing and analyzing employee stock and equity plans. Both roles require finance or accounting knowledge but serve different functions within the financial and corporate sectors.

What is a cost basis associate?

Cost Basis Associates are finance professionals who specialize in tracking, calculating, and reporting the cost basis of securities and investments. Cost basis refers to the original value of an asset for tax purposes, which is used to determine capital gains or losses when the asset is sold. These associates ensure accurate record-keeping, assist with tax reporting, and help clients comply with IRS regulations. They often work within financial institutions, brokerage firms, or accounting departments, and are knowledgeable about tax laws and financial systems.

What are the typical daily responsibilities of a cost basis associate, and how do they collaborate with other departments?

As a Cost Basis Associate, your daily responsibilities often include reviewing and reconciling cost basis data for client accounts, processing corporate actions, and ensuring compliance with IRS regulations regarding cost reporting. You'll frequently interact with operations, tax, and client service teams to resolve discrepancies and answer client inquiries. Collaboration is key, as you'll work closely with internal stakeholders to ensure accurate and timely reporting, which helps clients with tax filing and investment decisions. This role provides a strong foundation in financial operations and offers opportunities to advance into senior analyst or supervisory positions within investment management firms.

What are the key skills and qualifications needed to thrive as a cost basis associate, and why are they important?

To thrive as a Cost Basis Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial securities and tax regulations, often supported by a degree in finance, accounting, or a related field. Familiarity with cost basis reporting software, brokerage account systems, and IRS tax forms like 1099-B is typically required. Excellent communication, problem-solving abilities, and organizational skills help you manage complex client inquiries and ensure data accuracy. These skills are crucial for maintaining regulatory compliance and providing accurate cost basis information to clients and tax authorities.

What are popular job titles related to Cost Basis Associate jobs in Washington?

For Cost Basis Associate jobs in Washington, the most frequently searched job titles are:

What job categories do people searching Cost Basis Associate jobs in Washington look for?

The top searched job categories for Cost Basis Associate jobs in Washington are:

What cities in Washington are hiring for Cost Basis Associate jobs?

Cities in Washington with the most Cost Basis Associate job openings:

Cost Basis Associate jobs near you
Infographic showing various Cost Basis Associate job openings in Washington as of July 2026, with employment types broken down into 1% As Needed, 71% Full Time, 25% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution.

Client Service Associate, GC Wealth

General Catalyst Partners

Washington, DC • On-site

$16.50 - $22.75/hr

Other

Posted 12 days ago

Job description

Client Service Associate, GC Wealth

Washington, D.C.

Who We Are

General Catalyst is a global investment and transformation company that partners with the world's most ambitious entrepreneurs to drive resilience and applied AI. We support founders with a long-term view who challenge the status quo, partnering with them from seed to growth stage and beyond.

With offices in the U.S., Europe, and India, we have supported the growth of 800+ businesses, including Airbnb, Anduril, Anthropic, Applied Intuition, Commure, Glean, Gusto, Helsing, Hubspot, Kayak, Livongo, Mistral, Ramp, Samsara, Snap, Stripe, Sword, and Zepto.

GC Wealth serves as an independent wealth and asset management business serving high net worth individuals, family offices, foundations and not for profit organizations.

About The Role

We are seeking a Client Service Associate to join our wealth management organization.

The Client Service Associate (CSA) is a key member of the GC Wealth team, supporting the delivery of high-quality service and efficient execution of client needs. This role partners closely with Relationship Managers and Analysts to provide day-to-day support across client accounts and operations. This professional oversees complex client relationships, and serves as a trusted resource for both clients and internal teams. The ideal candidate is detail-oriented and client-focused.

Key Responsibilities
  • Support client service efforts by responding to inquiries and assisting with relationship management for high-net-worth clients
  • Assist with client onboarding, including account openings, KYC documentation, and entity setup (e.g., trusts, LLCs)
  • Process cash movements, wires, journals, and securities transfers accurately and in line with firm policies
  • Handle account maintenance requests (e.g., beneficiary updates, address changes, standing instructions)
  • Monitor accounts for required actions (e.g., RMDs, KYC updates) and escalate as needed
  • Support alternative investment activity, including subscriptions, capital calls, and redemptions
  • Track and follow up on outstanding items across custodians, banks, and internal teams
  • Maintain accurate records and ensure proper documentation for reporting and compliance
  • Deliver a high-quality client experience and escalate complex issues appropriately
  • Monitor and follow through on outstanding items across custodians, banks, and internal departments.
  • Maintain accurate records for cost basis, tax documents, and customized reporting requirements.
  • Maintain audit-ready documentation and support internal/external reviews.
  • Anticipate client needs and deliver a white-glove, highly responsive service experience.
Qualifications
  • Bachelor's degree in Finance, Economics, Business, or related field.
  • 1 to 3 years of experience as a Client Service Associate or similar role within a wealth management or investment advisory firm.
  • In-depth knowledge of custodial platforms, account administration, and financial operations.
  • Proven ability to manage multiple priorities and deliver exceptional service.
  • Excellent attention to detail, communication, and problem-solving skills.
Preferred Qualifications
  • Experience with wealth management technology platforms and CRM systems.

At General Catalyst, we believe the best ideas and the boldest outcomes come from people who bring different perspectives to the table. We know that outlier outcomes require us to think differently than everyone else. That's why we're committed to building teams that reflect a wide range of backgrounds, experiences and ways of thinking. Diverse perspectives are essential to our mission of responsible innovation and creating inclusive prosperity.

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