Associate, Reclaim Services

Position: Associate, Reclaim Services (Financial Institution team)

Department: Recovery Services

Job type: Hybrid (New employees are required to work onsite daily, M-F, 9-5 for their first 3 months of employment and then may transition to a hybrid schedule approved by their manager)

Position Objectives

The Associate position works within the Recovery Services department on the Reclaim Services team to facilitate the cycle of reclaiming excess withholding tax. The individual in this position will be responsible for managing the client’s income data and managing relationships with custodians to obtain all necessary information and documents to support the tax reclamation process.

Working Relationships – Reporting Structure

The individual in this position works with other Associates and Senior Associates under the direct supervision of their team’s Manager, and general supervision of Reclaim Services Upper Management. This individual will be trained by both Senior Associates and the Manager receiving feedback and mentorship from these team members on an ongoing basis.

Responsibilities

• Analyze cross-border investment income data for both accuracy and reclaim opportunities on excess withholding tax, inputting and updating data in a correct and timely matter, and procure all necessary supplemental application documents to ensure claims are properly prepared and clients receive their refunds
• Certify that all client information is accurate in time for Quarterly Client Reporting and partake in the process of generating reports
• Communicate with clients and financial intermediaries on an ongoing basis via telephone and email correspondence regarding changes in client accounts and status of outstanding documentation
• Maintain positive relationships with the financial intermediaries to ensure that all necessary supplemental documentation is received in a consistent and timely manner in order to lodge claims
• Work with the Client Services department to ensure all beneficial owner documents are on file
• Report changes in client/custodian processes to the team and Senior Management
• Coordinate with other departments on interdisciplinary projects
• Ensure that all tasks are completed correctly and on schedule
• Establish and maintain high standards and measures despite pressing deadlines by inspecting data for flaws

Qualifications

Qualifications (Skills, Education, Training, and Experience)

• Experience in Financial Services and/or Operations preferred
• Strong verbal and written communication skills
• Attention to Detail
• Proficiency in Microsoft Office suite, particularly Excel (VLookups, Pivot tables)
• Ability to create detailed action plans to organize daily tasks and manage time efficiently
• Highly motivated with excellent analytical skills
• Desire to innovate and improve upon processes
• Ability to work both independently and within a team
• Ability to maintain professionalism with colleagues and clients
• Commitment to providing the highest level of service for client satisfaction
• Must be willing to take notary exam within 3 months of hire

Additional Information

GlobeTax provides a reasonable pay range for all open roles, although specific salary is influenced by a variety of factors including but not limited to skill set, education, and level of experience. The starting salary for this role is $72,000.

Accommodations

The role requires sitting for extended periods of time and the ability to speak and hear. Specific vision abilities include close vision for data entry. Reasonable accommodations may be made to ensure individuals with disabilities can perform essential functions. GlobeTax is an Equal Employment Opportunity Employer.