Tax Form Solicitation Analyst

Tax Form Solicitation Analyst

Candidates from EU who would like to relocate to Switzerland are welcomed

Experis IT is on the search for a Tax Form Solicitation Analyst to join one of their clients, a well-known international bank based in Switzerland. This exciting temporary opportunity is only open to candidates with relevant experience. If you're looking to take your career to the next level, please read on!

Contact: Francesca De Chirico

Start Date: ASAP - 1st September

Duration: 6 months - with the chance of further contract extension

Location: Geneva

Workload percentage: 100%

Key Responsibilities:

• Working closely with Assistant Bankers to ensure timely outreach, collection, review of mandatory client tax documentation including forms such as W8/W9 variants
• Work in partnership with the Private Banker team and Business Change Team along with other teams including Client Account Opening (CAO) and Tax Operations
• Ensure that current client tax documentation is maintained in the bank systems to ensure the correct taxes are applied to client's accounts
• Identify ways to streamline the current internal tax form processes and to make them more efficient
• Improve client and banker experience via automation, included increased use of Digital Channels
• Identify any function gaps, highlight associated risks and suggest solutions
• Centrally capture and maintain the key client information required to support accurate and efficient client outreach
• Maintain an active interest and understanding of Tax Regulation and its impact to this function
• Assist with the formation of appropriate SLA's
• Ensure all Banker and Client Requests are dealt with in line with agreed SLA's
• Produce MI to track client requests and productivity metrics
• Monitor and adapt to changes in business and tax processes and policies
• Maintain learning program through internal courses

Your Skills:

• Proven experience working in a servicing role within the Financial Services sector (Private Banking/Wealth management experience preferred)
• Proven experience in a front/middle office environment dealing directly with clients
• Prior experience working in any Tax Client Services roles is of benefit
• Prior experience in Client Onboarding/KYC role is benefit
• Strong client service mindset and ability to quickly and accurate respond to client's queries
• Excellent use of the Microsoft suite of products (Word, Excel, PowerPoint, Visio)
• Strong client service orientation

Don't hesitate and send us your CV and testimonials today through the link in the advert.

Interested in this opportunity? Kindly send us your CV today through the link in the advert. However, should you have any questions please contact Francesca De Chirico on +41 (0) 44 2299925.

Even though this position may not be the perfect fit for you, please reach out to us, as we have hundreds of open positions at Experis IT across Switzerland.

Linkedin: Francesca De Chirico