FATCA & AEOI Services - Senior AEOI Specialist

AEOI Senior Specialist

Vilnius, Lithuania

About Citco

Citco is a global leader in fund services, corporate governance and related asset services with staff across 50 office locations worldwide. With more than $1.8 trillion in assets under administration, we deliver end-to-end solutions and exceptional service to meet our clients’ needs. 

For more information about Citco, please visit www.citco.com

About the Team & Business Line: 

The Automatic Exchange of Information (‘AEOI’) Team is seeking a Senior Specialist who will be responsible for servicing AEOI clients globally. Reporting to the VP, AEOI and FATCA Services, the AEOI Senior Specialist will be responsible for completion of annual regulatory deliverables, engagements for existing and new clients, and ongoing client servicing, working with junior AEOI Specialists in Toronto, Dublin, Vilnius and Manila.

A varied multi-tasking role which encompasses client relationship management, investor communication, and daily internal/external stakeholder management & communication.

Your Role: 

• Preparing AEOI filing analysis and other output for delivery to clients. Proactively managing daily workflow and ensuring set deadlines are met.
• Reviewing deliverables produced by other individual contributors for release to clients.
• Providing guidance to more junior Individual Contributor-level staff.
• Manage communications and ongoing relationships with AEOI clients, their investors, and other external and internal stakeholders. 
• Manage expectations and ensure that all queries are dealt with in a timely manner. Provide excellent service to clients via direct or indirect contact.
• Maintain and improve knowledge of the Automatic Exchange of information regulatory and compliance environment as it impacts service and/or clients, including industry research and analysis as required.
• Review and provide feedback on self-certifications and IRS withholding forms
• Read and interpret Financial Statements in order to determine account values.
• Local AEOI portal registration/de-registration, communication and trouble shooting
• Research, analyze and provide recommendations for process improvements to increase operational efficiencies.
• Identify, analyze and troubleshoot classification and re-classification inconsistencies.
• Additional tasks as assigned

About You:

• Degree qualified (preferably in a discipline relevant to Financial Services)
• 2-4 +years experience in Financial Services, with exposure to FATCA & CRS regulations an advantage
• Proven strong client relationship skills
• Proven experience managing multiple projects / deliverables; excellent organizational and multi-tasking skills
• Exceptional attention to detail 
• Results driven and self-motivated
• Ability to work in global teams and adapt to different communication styles
• Proficient in Microsoft Office applications

Salary Ranges

1700 - 2300 EUR GROSS

Our Benefits

Your well-being is of paramount importance to us, and central to our success. We provide a range of benefits, training and education support, and flexible working arrangements to help you achieve success in your career while balancing personal needs. Ask us about specific benefits in your location. 

We embrace diversity, prioritizing the hiring of people from diverse backgrounds. Our inclusive culture is a source of pride and strength, fostering innovation and mutual respect.

Citco welcomes and encourages applications from people with disabilities. Accommodations are available upon request for candidates taking part in all aspects of the selection.