Senior AEOI Specialist
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Job Location:
Monthly Salary:
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
About Citco:
The market leader. The premier provider. The best in thebusiness. At Citco weve been the front-runner in our field since ourincorporation in 1948 led to the evolution of the asset servicing sectoritself. This pioneering spirit continues to guide us today as we innovate andexpand push beyond the boundaries of our industry and shape its future. Fromworking exclusively with hedge funds to serving all alternatives corporationsand private clients our organization has grown immensely across asset classesand geographies. For us this progress is a pattern that well only maintain aswe move forward always prioritizing our performance. So for those who want toplay at the top of their game and be at the vanguard of their space we say:Welcome to Citco.
About the Team & Business Line:
Fund Administration is Citcos core business and ouralternative asset and accounting service is one of the industrys mostrespected. Our continuous investment in learning and technology solutions meansour people are equipped to deliver a seamless client experience.
Responsibilities
Preparing AEOI filing analysis and other output for delivery to clients. Proactively managing daily workflow and ensuring set deadlines are met.
Reviewing deliverables produced by other individual contributors for release to clients.
Providing guidance to more junior Individual Contributor-level staff.
Manage communications and ongoing relationships with AEOI clients their investors and other external and internal stakeholders.
Manage expectations and ensure that all queries are dealt with in a timely manner. Provide excellent service to clients via direct or indirect contact.
Maintain and improve knowledge of the Automatic Exchange of information regulatory and compliance environment as it impacts service and/or clients including industry research and analysis as required.
Review and provide feedback on self-certifications and IRS withholding forms
Read and interpret Financial Statements in order to determine account values.
Local AEOI portal registration/de-registration communication and trouble shooting
Research analyze and provide recommendations for process improvements to increase operational efficiencies.
Identify analyze and troubleshoot classification and re-classification inconsistencies.
Additional tasks as assigned
Qualifications
About You:
Degree qualified (preferably in a discipline relevant to Financial Services)
4 years experience in Financial Services with exposure to FATCA & CRS regulations an advantage
Proven strong client relationship skills
- Proven experience managing multiple projects / deliverables; excellent organizational and multi-tasking skills
Exceptional attention to detail
Results driven and self-motivated
Ability to work in global teams and adapt to different communication styles
Proficient in Microsoft Office applications
Key Competencies:
- Excellent interpersonal/relationship management skills
- Proven strong client relationship skills
- Ability to work flexibly and adapt to changing requirements and priorities
- Exceptional attention to detail
- Proven experience managing multiple projects/deliverables; excellent organizational and multi-tasking skills
- Results driven and self-motivated
- Business technical and commercial acumen
- A strong understanding of quality and risk management
- Strong written and verbal communication skills
- Ability to work in a global team
Our Benefits
Your well-being is of paramount importance to us and central to our success. We provide a range of benefits training and education support and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location.
We embrace diversity prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength fostering innovation and mutual respect.
Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.
Required Experience:
Senior IC
Key Skills
- Computer Hardware
- Mac Os
- Manufacturing & Controls
- Root cause Analysis
- Windows
- Customer Support
- Remote Access Software
- Operating Systems
- Encryption
- Remedy
- Chemistry
- Cerner
About Company
At Citco, we don't just provide bespoke solutions and better results. We’re a true partner dedicated to developing rich, long-term relationships through gold standard services.
