Intermediate Representative, Client Processing - FATCA & CRS
BNY Mellon
Luxembourg, Luxembourg, Luxembourg
il y a 5j

Responsibilities

  • Applies expertise and judgement in providing quality, and occasionally complex client service and support to internal and external clients on a daily basis, including phone interaction, problem resolution, investor document review and processing as well as updates to client accounts in a timely manner.
  • Performs a variety of operational tasks in a product or functional area, including processing updates to client accounts or company records as well as interpreting and handling exceptions where necessary.
  • Investigates and corrects errors noted with respect to FATCA / CRS details in client accounts. Conducts independent analysis and records findings in investor accounts.
  • Responsible for gathering and compiling data as needed to ensure account completeness for FATCA / CRS validation and reporting purposes.

  • Serves as point of contact for clients for all FATCA / CRS related queries and executes all correspondent requisites in a timely and accurate manner with an understanding of the underlying business and specific client needs.
  • Maintains correspondent accounts in accordance with applicable internal and external FATCA and CRS regulations and policies, thereby ensuring regulatory compliance and minimizing exposure related to assigned processing tasks.
  • Works closely with technology and systems teams to ensure the system is efficient and incorporates any necessary risk mitigations.
  • Accurately manages and updates accounts and / or company records as necessary
  • Assists with the generation and filing (where applicable) of FATCA / CRS xml files to be submitted to the client and / or the applicable Tax Authority.
  • Leadership : No direct reports

    Job Scope :

    Responsible for the quality and completion of own work.

    Qualifications

  • High school / secondary school or the equivalent combination of education and experience is required, bachelor’s degree preferred.
  • Basic working knowledge of FATCA and CRS work preferred.
  • Ability to work under pressure
  • Ability to work on several items concurrently and handle multiple deadlines
  • Strong Communication skills (ability to communicate in French and / or German is a bonus)
  • Attention to detail
  • Proficiency in Excel
  • Self-Starter
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