GlobeTax - New York, NY (30+ days ago)4.8

Position Objectives & General Responsibilities

The Associate works within the Recovery Services department on the Client Services team in the initial steps of new client onboarding. This role is responsible for managing the creation, processing, scanning, saving, reporting and monitoring of account opening documents.

Working Relationships – Reporting Structure

The individual in this position works with other Client Services Associates and Senior Client Services Associates under the supervision of the Vice President of Client Services.

Tasks and Duties

Become familiar with the requirements for client enrollment
Become knowledgeable of IRS requirements for Certification of Residency requests
Answer a high volume of questions from institutional clients on a daily basis
Monitor changes in IRS rules and regulations relating to foreign tax reclamation
Create account opening documents for beneficial owners and Financial Institutions
Validate incoming documents (check for notarized powers of attorney, supporting documents for the IRS, etc.)
Scan and save account opening documents
Annually renew processes for updating account opening documents
Enter, track, update and process client information onto GlobeTax document portal
Monitor and update various tracking spreadsheets to ensure client documentation completion
Follow up with clients on outstanding documentation
Process requests for US Residency Certification
Work closely with the IRS, clients and Reclaim Services representative in solving issues regarding Certification of Residency requests
Create Certification of Residency billing reports for invoicing purposes
Create account status reports for clients and financial institutions
Assist in the creation and vigorous testing of the Client Services documentation portal
Research and solve operational issues
Interact with prospective clients to inform them about our services and account opening requirements
Support our sales/marketing efforts by assisting in the creation of power point presentations
Conduct training webinars for clients on GlobeTax documentation portal
Qualifications (Skills, Education, Training, and Experience)

2-3 years of experience in Financial Services preferred
Bachelor’s degree and strong written and verbal communication skills
Ability to organize, prioritize and manage deadlines
Ability to work both independently and within a team
Commitment to providing the highest level of service for client satisfaction
Must be able to work late hours, weeks and holidays as needed
Proficiency in Microsoft Office suite, particularly Excel (VLookups, Pivot tables)
Experience in customer service
Highly motivated with excellent analytical skills
Desire to innovate and improve upon processes
Ability to maintain professionalism with colleagues and clients
Language skills are a plus
Career Trajectory

GlobeTax is a dynamic organization with opportunities for professional development and career growth.

Information Security Roles & Responsibilities

The Associate is responsible for adhering to policies and procedures pertaining to the protection of confidential data, particularly sensitive client information.

To apply, please send your resume and cover letter to indicating the specific position for which you are applying.