Position Overview
The Automatic Exchange of Information (‘AEOI’) Team is seeking a Senior Specialist who will be responsible for servicing AEOI clients in Asia Pacific and globally. Reporting to the AEOI Manager, the AEOI Senior Specialist will be responsible for completion of annual regulatory deliverables, engagements for existing and new clients, and ongoing client servicing, working with AEOI colleagues in Manila, Toronto, Dublin, and Halifax.
A varied multi-tasking role which encompasses client relationship management, investor communication, and daily internal/external stakeholder management & communication.
ResponsibilitiesMain Job Functions/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
Key Requirements
Degree qualified (preferably in a discipline relevant to Financial Services)
2-4 +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
Teamwork
Drive for results
Client Relationship Management
Communication
Business, Technical & Commercial Awareness
Quality and Risk Control
Decision Making
Problem Solving
Developing Working Relationships with others
