Job De ion :

Operating hours : While actual hours will depend on the US team that the role will be supporting, the hours will fall within the Monday-Friday 8am-8pm EST hours of the US teams this may change based on business requirement.

Core Responsibilities :

Manage daily transactions and inquiries accurately, within established deadlines and in accordance with firm and business policies and procedures

Proactively manage and monitor the IPB Client Service Tax Support mailbox and assist Client Service Teams answering tax queries or / and liaising with Tax Teams for assistance, appointing Client Service Teams to the right team to contact without giving tax advice

Support Tax Solicitation (Review, Prefills, send solicitation and Tax Tickets)

Act as coordinator between Tax Operations and Client Service Teams

Assist with research, follow-up and issue resolution through effective interaction with Client Service and operations teams in a timely and professional manner

Funds / wire transfer processing (as required)

Escalation of issues for any urgent matters or assistance

Participate in Service-related projects / priorities as needed

Qualifications :

1-3 years experience in the Financial Services and / or Private Banking industry

BA / BS preferred or equivalent work experience

Highly organized, attentive to details, excellent follow up habits

Service-Oriented

Effective communicator (both orally and written)

Ability to work effectively as a member of a team with the ability to work well with multiple Client Service teams and other team members

High level of personal initiative, and ability to perform effectively in a fast-paced environment with rapidly changing business priorities

Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), general comfort level with Internet / Intranet usage and ability to learn proprietary software and databases

Candidate must be fluent in English and in one or multiple of the following European languages : Italian, Spanish, Portuguese, French.