Senior Client Officer

4 weeks ago


Manchester, United Kingdom BNY Mellon Full time

Overview
The role presents an exciting opportunity to work within a key part of the client’s investment strategy and work with a variety of departments within BNY Mellon.
As a client facing role, the successful applicant will manage relationships with a selection of BNYM clients. The main objective of the role is to work with and assist clients to ensure they achieve the most beneficial tax rates available.

**This includes but not limited to**:
Work with clients to ensure all required tax documentation required in relation to client investments are provided in a timely manner by clients.
Provide data and feedback to clients and stakeholders as required.
Supports the coordination of tax-related regulatory filings. Gathers required data elements, as needed, for various regulatory filings.
Relay information on market or regulatory changes and the impact of these on clients
Work with internal teams to ensure smooth processing of client’s tax documents and Tax reclaim related documentation.
Performs analysis of data and resolves moderately complex data issues.
Identifies missing data needed for tax records and filings and liaises with others in the tax team to obtain the information.
Participate in Team, Department or Bank wide projects and initiatives alongside standard workload.
Assist in client related projects such as fund launches ensuring tax documentation required is report to and received form the client in a timely manner.
Provides guidance, training and support to other team members.
Responsible for the quality and completion of own work.
Helps develop and contributes to the achievement of team objectives.
Proficient in the use of Microsoft Excel and Word
High school/secondary school or the equivalent combination of education and experience is required. Bachelor’s degree in a business discipline preferred. 3-5 years of total work experience preferred.
No direct reports.

**Employer Description**:


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