Customer Operation Agent – Brokerage, Trading, Tax - Riga

Tikai reģistrētiem lietotājiem Riga, Latvija

pirms 1 dienas

Pilns darba laiks

You think in transactions, understand how portfolios behave, and know that tax treatment is part of the customer journey — not an afterthought? We're building scalable, high-performance brokerage support and looking for people who don't just understand finance — they can explain ...

Darba apraksts

Why Join Us

full-time freelance work from Latvia
work at the intersection of finance, technology, and customer experience
deep exposure to capital markets operations and tax mechanics
modern systems, structured processes, and data-driven workflows
direct collaboration with trading, tax, and operations teams
strong learning curve and growth opportunities in a scaling fintech environment
a team that understands finance — not just call handling

Your Mission

you operate at the intersection of customer experience, capital markets mechanics, and tax logic.
manage customer interactions related to brokerage, trading activity, and transaction-driven tax impacts — structured, efficient, and solution-focused
analyse capital gains, tax realisation events, and withholding tax implications at transaction level
review loss carryforward balances, tax offset logic, and exemption orders — including impact on future trading activity
explain buy-ins, forced position closures, and settlement mechanics based on FiFo valuation and resulting tax consequences
validate annual tax statements and reconcile discrepancies between portfolio activity and tax reporting
analyse corporate actions end-to-end — dividends, spin-offs, rights issues, mergers, capital measures — including cost basis adjustments and tax treatment
translate complex market and tax mechanics into clear, structured customer communication

What You Bring

fluent German & advanced English obligated (spoken and written)
experience in brokerage, banking, trading support, or fintech customer operations
solid understanding of securities transactions, tax treatment of capital gains, and portfolio accounting logic
confident working with concepts such as: FiFo valuation · loss offsetting · tax realisation · corporate actions · capital measures · cost basis adjustments · tax reporting logic
strong analytical mindset with the ability to trace transactions down to booking logic
clear communicator who can explain complex financial mechanics in simple terms
ownership mentality and strong customer focus

Why Join Us

Work at the intersection of finance, technology, and customer experience
Deep exposure to capital markets operations and tax mechanics
Modern systems, structured processes, and data-driven workflows
Direct collaboration with trading, tax, and operations teams
Strong learning curve and growth opportunities in a scaling fintech environment
A team that understands finance — not just call handling

Ready to Apply?

If you want to work where finance, technology, and customer experience intersect — we'd love to meet you. Apply in just a few minutes and become part of a team that turns financial complexity into customer clarity.

All names are directed at all genders.