Client Experience Associate & Tax Specialist

Join us as a Client Experience Associate & Tax Specialist

Are you ready to shape the future of capital markets?

We are looking for a Client Experience Associate & Tax Specialist to join the Business Operations Team. The position will be based in Porto but frequent travel to other locations, potentially including extended stays, will be required. We offer an interesting, multifaceted, and challenging opportunity that will best suit a motivated individual who is comfortable working in a fast-paced and innovative environment. Strong communication and influencing skills, both written and verbal, are also important in a multi-cultural and multi-location environment servicing international clients.

As a Client Experience Associate & Tax Specialist you will take care of any Tax related matters, in addition to guiding clients through the admission and membership processes and ensure client data remains up-to-date as services evolve, thus directly contributing to client satisfaction throughout the lifetime of the relationship. You’ll be responsible for the execution of the following tasks:

Key Accountabilities:

Client Onboarding

• Capture client requirements for analysis, in preparation for future onboarding and service implementation.
• Verify requirements for client participation, including AML, anti-terrorism, and other Group procedures.
• Prepare supporting materials to guide and train clients during their onboarding, maintenance and offboarding journeys.
• Create and maintain internal procedures detailing relevant onboarding tasks.
• Manage start-up phase and conclusion of the contractual relationship with clients, ensuring that adopted procedures are consistent with primary reference standards.

Tax Expertise

• Support the preparation, execution and reconciliation for Foreign Taxes.
• Support the preparation and execution of the tax reclaims requested by the clients in the markets where ES offers the service.
• Serve as the primary point of contact for clients regarding fiscal matters, ensuring timely and accurate responses to inquiries.
• Provide expert advice and guidance on fiscal policies, regulations, and procedures to clients.
• Collaborate with internal teams to resolve complex fiscal issues and enhance client satisfaction.
• Develop and maintain strong relationships with clients, understanding their needs and providing tailored solutions.
• Stay updated on the latest fiscal regulations (France and Italy being an advantage) and industry trends to ensure compliance and provide informed advice.

Daily Account Maintenance

• Manage and update the registry and database for the provision of services and client invoicing.
• Manage participation in the national network used by the banks and the outsourced technology providers.
• Assess operational risks and constantly monitor containment measures in accordance with group policies.
• In accordance with a applicable regulations and anti-money laundering procedures, monitor and identify and report suspicious situations.
• Support clients on issues related to methods of participation in services.
• Coordinate updates of client documentation and ensure it is published on the company website.
• Sending applicable market/operational notices.
• Manage and monitor the process of issuing information reports to interested clients.
• Handle admission of financial instruments that can be centralised.
• Verify securities admission eligibility, both from a regulatory and an operational perspective.

Relationship Management

• Act as an interface between non-tier 1 clients and internal implementation/project teams, ensuring client requirements are accurately considered and implemented
• Manage non-tier 1 client needs and requests on an ongoing basis, ensure that the necessary requirements for Custody and Settlement functions are properly understood and that issues are correctly addressed and managed

Your Profile:

• Bachelor’s or Master’s degree, ideally in business management or finance.
• Professional experience in securities services, preferably gained in a custodian banking environment and with exposure to taxation matters.
• 2-3 years of successful experience in a client facing role is an advantage.
• Fluency in English is required. Any other European language (e.g. French, Italian and/or Dutch) will be considered an advantage.
• Flexibility to travel frequently, potentially including extended stays.
• Demonstrated ability perform well, keep composure, and meet deadlines in a fast-paced, transforming and results-driven environment.
• Strong organisational skills with ability to perform and prioritize multiple tasks.
• Strong analytical and problem-solving capabilities; ability to quickly gain a deep understanding of a wide span of complex operational and regulatory matters.
• Fast learner and proactive behavior with excellent attention to detail.
• Experience in working with international teams.
• Ability to work independently.
• Strong proficiency in MS Outlook, MS Teams, Word, Excel and PowerPoint.

Working with us means:

• A vibrant international and diverse team where you'll collaborate with a network of 2,200+ talents across Europe, USA and Asia.
• A collaborative and inclusive work environment that fosters professional growth with flexible career paths, learning and development opportunities.
• An agile, innovative and dynamic company where you can make an impact.
• Wellbeing programme, equal opportunities, work environment open to diversity in all its forms.

Apply by submitting a CV in English.