Role details

Senior Associate - Financial Services

New York   •  Permanent

Bullet points

  • Growing Financial Services Firm - New York City
  • Massive Career Growth Opportunity

About Our Client

The Senior Associate position is located in New York City - Downtown Manhattan. This position is an opportunity to join a growing financial services firm with massive career growth potential.

Job Description

  • Analyze cross-border investment income data for both accuracy and reclaim opportunities on excess withholding tax, inputting data in a correct and timely matter to then prepare all necessary supplemental application documents to ensure clients receive their refunds
  • Communicate with a variety of clients and financial intermediaries on a daily basis via telephone and email correspondence regarding changes in client accounts, status of refunds and to deliver quarterly reports
  • Maintain relationships with the financial intermediaries to ensure that all necessary supplemental documentation is received in a consistent and timely manner in order to lodge claims
  • Work with the Client Services team to ensure that all beneficial owner documents are on file
  • Responsible for training new hires on the department's processes, procedures and best practices, providing ongoing feedback and mentorship
  • Implement developmental changes and processes as directed by the VP, ensuring these changes are made throughout the entire team
  • Coordinate with other departments on interdisciplinary projects

The Successful Applicant

  • Approximately 2 years' experience within financial operations - tax or income operations preferred
  • Excellent verbal and written communication skills and attention to detail
  • Proficiency in Microsoft Office suite, particularly Excel (VLookups, Pivot tables)
  • Ability to organize, prioritize, and manage deadlines
  • Highly motivated with excellent analytical skills
  • Desire to innovate and improve upon processes
  • Ability to work both independently and within a team
  • Ability to maintain professionalism with colleagues and clients
  • Commitment to providing the highest level of service for client satisfaction

What's on Offer

Competitive Compensation + Bonus + Benefits

Apply for this job

Click the Apply or LinkedIn button below or contact Ian Jump quoting job reference 1188890
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