Ops Proficiency Coach I
Core
Coach and train frontline associates in tax operations to build professional proficiency, manage onboarding, and improve performance.
Role type
Operations Proficiency Coach
Builds
Tax reporting and withholding processes for consumer and wealth clients
Domain
Financial services / Tax operations
Required skills
Coaching, Training, Performance Assessment, Process Management, Quality Assurance, Communication, Problem Solving, Attention to Detail, Financial Services Experience, Regulatory Knowledge
Preferred skills
Consumer Tax processes knowledge, Process Mapping, PowerPoint
Technologies
Skype, Mattermost, PowerPoint
Responsibilities
Create educational content and facilitate training for onboarding and cross-training; Conduct case and call reviews to assess proficiency; Collaborate with management to design action plans for performance improvement; Coach in-role associates and assess performance; Monitor associate behaviors and communicate progress daily; Support operational routines and business continuity.
Seniority
Individual Contributor, 2+ years experience