Responsible for all phases of year-end reporting including 1099 and 1042s processing, Facilitate Monthly Trial Runs for output review by client and for performing research into client inquires to ensure proper processing. Responsible for the deliverables associated with all aspects of responding to and handling client inquiries
General Responsibilities
- Execution of daily processing on various systems to carry out client deliverables and execute review of data for correct year-end tax reporting.
- Build and maintain client relationships working together with CSM, product and Information technology.
- Work with clients to counsel them with regard to application usage, problem resolution and procedures
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- Assisting management in ensuring proper product delivery, proper partner concern and resolution of high exposure items as well as the implementation of policies, procedures and controls
- Periodic update and review meetings with Senior Management on business status, client satisfaction and client initiatives.
Day-to-day activities
- Process data transfer from client recordkeeping system to the Tax Reporting systems
- Client communication and problem solving as to data translations and achieving the desired results.
- Utilizing securities industry knowledge to identity and report on critical matters
- Interface with other Broadridge departments and client’s vendors
- Responsible for mid-range to high value clients