Client Experience Associate & Tax Specialist

Client Experience Associate & Tax Specialist
Porto
Porto, Porto District, Portugal

## Client Experience Associate & Tax Specialist* Capture client requirements for analysis, in preparation for future onboarding and service implementation. * Verify requirements for client participation, including AML,
- 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
- up phase and conclusion of the contractual relationship with clients, ensuring that adopted procedures are consistent with primary reference standards. * Act as an interface between
- tier 1 clients and internal implementation/project teams, ensuring client requirements are accurately considered and implemented* Manage
- 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* Bachelor’s or Master’s degree, ideally in business management or finance. * 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
- paced, transforming and
- driven environment. * Strong organisational skills with ability to perform and prioritize multiple tasks. * Strong analytical and
- 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 Power
Point.

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