Krystal Salamanca Email & Phone Number

Dallas/Fort Worth Area

-Support and coach a team of processing/phone associates across multiple locations, including TX, NJ, and RI-Facilitate training of incoming associates on all aspects of the cost basis processing and phone roles -Served as point-of-contact on client escalations as well as approve special exception requests-Collaborate with the communications team to.

Dallas/Fort Worth Area

• Manage end to end process for 990-T tax filings and facilitate payments to the IRS on clients’s behalf for required accounts, and respond to inquiries related to the filing
• Brief senior leadership and coordinate 990-T resource allocation across the firm
• Assist in 1099 reclassification process, including exception processing and late reclass using WallStreet Concepts
• Analyze initial files and gather K1 data to determine extension requirement and assign EINs.
• Improved the process for determining which accounts were in-scope by assisting the creation of an Access database
• Analyzed incoming service request volumes to improve routing and education for the 990-T and Tax General Inquiry service queues

Dallas/Fort Worth Area

• Analyze account issues, process cost basis requests, and resolve escalations, including date of death step up, general inquiry, and others in compliance with IRS regulations
• Assist advisors and clients over the phone with cost basis questions and entering service requests
• Research and explain corporate actions and their basis allocation, as well as the effect on the client’s account
• Act as a subject matter expert for date of death step up and corporate actions processing
• Analyze team metrics and provide recommendations for further improvement
• Lead team activities including: documenting, compiling, and distributing team huddle topics, maintaining and managing the group Lean board, organizing team building activities

Greater Boston Area

• Connect and build long-term relationships with clients; follow up and ensure client satisfaction
• Consult clients with purchasing furniture according to their needs and budget; design their ideal space
• Translate core company values into everyday activities by approaching new challenges with innovative ideas

Auckland, New Zealand

• Created metrics and standards to assess the health of the coworking community
• Strategized long term plans for community activation by planning social events and professional development workshops
• Created and fostered relationships with suppliers and software service providers
• Identified and recruited potential customers; developed an entrance and follow-up survey for new residents

Bachelor’S Degree, Business Administration And Management

Activities and Societies: Dean’s Host, College of General Studies Dean’s Hosts Secretary, Boston University’s Student Event Planner.

Study Abroad, Operations Management

High School