Refinitiv Sr. Product Support Representative, Tax Reporting in New York, New York
Our data empowers financial advisors with perspectives that go beyond the headlines. It unlocks capabilities that allow client relationships to grow and thrive. With our easy-to-use analytical tools, we provide the market data that will support advisory relationships and guide clients through investment decisions. That's the power of our Wealth Management solutions. We offer best-in-class infrastructure, news and market content that match our clients' business requirements and will delight customers.
Refinitiv Maxit Tax Information Reporting (TIR) provides data processing, management, and reporting tools used by brokerage client tax operations to manage tax processing in daily mode and throughout tax season.
Our Tax Reporting Team is searching for a tax savvy Sr. Product Support Representative. This role will be responsible for scheduling tax events and handling issues that arise from our Maxit Tax Information Reporting clients. Our team performs analysis, proposes and documents fixes, and executes changes. You will assist our clients in data collection through the tax reporting process and drive production of forms (1099, 1042S, etc.) and delivery to the IRS (via FIRE filing).
Deliver an exceptional client experience by completely resolving client issues and honoring commitments
Maintain ticket volumes
Ensure that time-to-resolution is within operational targets
Support Client Services with more complex issues by providing impact analysis, uses cases, and data flow descriptions
Develop requirements for product changes that are associated to a client-reported Tax Reporting issue
Establish processes and procedures to increase the efficiency of resolving and correcting issues
Develop and tailor client tax run schedules to each client's needs; Coordinate and manage the scheduling of all tax forms for clients and ensure on time delivery of tax processing
Perform low complexity data fixes
3+ years of experience, preferably working with larger-scale clients
Bachelor's degree or equivalent experience
Excellent verbal and written communication and interpersonal skills
Professional and courteous demeanor and ability to collaborate with a team
Business analysis leading to solutions, design proposals, and requirements
Strong product knowledge in at least one of the product domains covered by Refinitiv Maxit products
Financial services experience preferred
Software as a Service (SaaS) experience preferred
Understanding of mid-range, web, and data processing technologies
Excellent problem-resolution skills and ability to multi-task in a fast-paced environment
Ability to meet established productivity, effectiveness, training and quality goals, and accept and incorporate feedback
Flexibly respond to changing business needs
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As a global business, we rely on diversity of culture and thought to deliver on our goals. Therefore we seek talented, qualified employees in all our operations around the world-regardless of race, color, sex/gender, including pregnancy, gender identity and expression, national origin, religion, sexual orientation, disability, age, marital status, citizen status, veteran status, or any other protected classification under country or local law. Refinitiv is proud to be an Equal Employment Opportunity/Affirmative Action Employer providing a drug-free workplace.