Job Overview:

The Client and Government Reporting team comprises of cost basis and tax reporting functionalities. The tax reporting component ensures that all Internal Revenue Service (IRS) client tax reporting forms are issued and mailed in an accurate and timely manner. The cost basis component is responsible for the receipt, maintenance and delivery of tax lots used to calculate cost basis.

The primary role consist of supporting an in-bound call center team dedicated to servicing the needs of service team within the CARE organization. You will support internal service teams with Cost Basis questions and at times, partner with Service professionals on calls with customers. Answering questions from Service Professionals and Advisors will be a high priority in this role. You are also expected to provide subject matter expertise and be solution orientated.

In addition to supporting an in-bound call center team, you will be required to review Tax lot data received from various sources and updating across various internal systems. The position will require researching skills, data entry skills and quality control.

Exceptional service and professionalism is required, as you’ll enjoy engaging our clients with our mission to provide positive results. If you have an entrepreneurial spirt, passion for service excellence, and a need to excel, this would be a rewarding career for you.

Responsibilities:

• Ability to provide multiple solutions that will achieve the same outcome
• Ability to prioritize when pressured with multiple tasks
• Highly responsive to coaching & training
• Ability to work well individually and as part of team
• Ability to effectively communicate with advisors and other operational groups to resolve various account discrepancies.
• Must be comfortable relaying policy related information consistently in fast paced situations.
• Be proactive and remain cognizant of deadlines and regulatory requirements.
• Recognize issues, problems, or opportunities and determine whether action is required.

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Job Requirements:

• Minimum Education: College degree or equivalent work experience
• 2+ years or industry experience (preferably financial services) in Operations, Compliance or Risk Management

Core Competencies:

• High energy self-starter; must be able to take the initiative with minimal guidance and be comfortable working independently and as part of a team
• Excellent communication, organization, and time management skills, with ability to multi-task and manage multiple on-going assignments
• Strong quantitative and qualitative analytical skillset for with high attention to detail

Preferences:

• Microsoft Excel – Compiling data, formatting data and spreadsheets, and executing calculations/formulas.
• Microsoft Access – Comfortable with accessing and managing various databases.
• Microsoft Outlook – Sending/receiving emails and setting up/attending outlook meetings
• BETA – Books and Records platform where we perform most of our duties