Customer Service Opportunity – 1099 tax Support

Pyramid Consulting, Inc. is a leading Financial Services industry, and they are seeking a Customer Service Opportunity – 1099 tax Support. The role involves providing personalized service to participants of over 630 Pension Plans regarding their 1099 tax forms, ensuring high-quality customer interactions and effective time management.

Responsibilities:

• You will be responsible for providing personalized and professional service to participants of over 630 Pension Plans in response to incoming inquiries related to their 1099 tax forms
• This may include updating addresses, mailing, emailing, or faxing duplicate copies of annuitants 1099 tax form
• Respond positively to participant incoming calls, providing a high level of service and quality that exceeds customer expectation
• Provide necessary and appropriate assistance in the completion of the 1099 request both phone and mail
• Coordinate duties and tasks by effective prioritization of responsibilities and time management

Requirements:

• Customer Service & Inbound Call Handling
• Attention to Detail & Accuracy- 1099 tax form
• Communication Skills (Verbal & Written)
• Attention to detail and accuracy
• Excellent written and oral communication skills
• Good problem solving and analytical skills
• Strong Customer and Team Orientation
• Ability to work independently with minimal supervision
• Proficient in MS Office: Word, Excel, and Outlook
• Banking & financial Domain experience