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About the role
Key responsibilities & impact- Distribution of Fund Fact Sheet, and maturity notices to dealers
- Setup and maintenance of dealers on the record keeping system within SLA
- Review daily new salesperson reporting and email inquiries and ensure that information is entered into the System within the SLA.
- Support periodic initiatives requiring collection or updates of client data (i.e. annual tax documentation renewals)
- Upon request, analyze and resolve basic client issues, escalating complex cases as needed
- Contribute to process improvements by identifying opportunities for efficiency and effectiveness
- Develop familiarity with processes, systems, inputs, deliverables etc. during rotations through different teams and perform assigned tasks
- Update and maintain data in various client management systems
- Assist with internal audits, key control reviews and testing
- Assist in reviewing monthly/annually the IRS tax forms W9/W8, withholding statements and other documents for the purpose of US Chapter 3 compliance and US Tax (1042-S, 1042, 1099) annual reporting
- Ensure FATCA/CRS/QI compliance where client onboarding process and data management are conducted locally.
- Ensure daily/monthly FATCA/CRS/QI operational monitoring and updates
Requirements
What you’ll need- Proficiency with computer applications, such as Microsoft Word, Excel, spreadsheet/financial accounting skills
- High level of time management and organization skills
- Demonstrated skills in providing world-class client service that will come across as professional, warm, and friendly to our clients
- Exceptional verbal and written communication skills
- Previous experience in a business environment (Nice to have)
- Knowledge in financial services (Nice to have)
- Ability to Interpret IRS codes (Nice to have)
Benefits
Comp & perks- Routine learning opportunities and on-the-job coaching and mentorship
- Immersion in a professional, accomplished, progressive team
- Exposure to senior leadership across the organization
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data managementfinancial accountingIRS tax formsFATCA complianceCRS complianceQI complianceclient data collectionprocess improvementclient management systemstime management
Soft Skills
client serviceorganizationcommunicationproblem-solvinginterpersonal skills