Randstad Tax Associate in Charlotte, North Carolina
Charlotte, NC Salary:
US$ 25 per hour Date Posted:
Tuesday, October 4, 2016
Randstad Finance & Accounting
Tax Service Center Associate
Fort Mill, SC
4-5 Month Contract
We are currently seeking Tax Service Center associates. This in-bound call center team is dedicated to servicing the needs of financial advisors. You will take a consultative approach to problem solving complex scenarios by taking ownership, partnering effectively with internal customers and being empowered to deliver solutions.
Specific responsibilities include:
Research complex situations, set customer expectations, and define the actions necessary to resolve the situation
Assume ownership of the inquiry and see it through to a timely resolution
Complete operational tasks including data input
Communicate with internal departments to improve processes and timely processing
Actively participate in customer service training and other training to remain current with operational policies and procedures
Communicate operational and financial industry policies and procedures.
Work to accommodate resolution outside of normal procedures when necessary.
Utilize management for guidance when dealing with an escalation in order to work through and resolve the escalation while keeping ownership.
Assist in the resolution of escalated issues.
Familiar with finance related topics including but not limited to: Mutual Funds, Stocks, Dividends, Capital Gains, Cost Basis
1+ year of financial services experience required
Investment services with a broker dealer (TIAA Creff, VanGuard, Fidelity, MetLife, etc...) preferred
Strong knowledge of Tax related material (1099 Consolidated, 1099r, 5498, IRS Publication 590, etc)
Service Call Center or other customer service experience preferred
Strong MS Office skills, Beta experience preferred