Job Description

You'll need to demonstrate good knowledge of back and middle office processing and work well with clients and team members in the office and in external locations. The role will be conducted within a back and middle office outsourcing team carrying out Tax as a Service process for our clients. The role may also focus on the implementation of a new client and everything that comes with that onboarding process meaning that learning the entire system and detailed knowledge of the client’s requirements will be key.

Responsibility

• Be part of the operations team looking after the service quality provided to the clients that have outsourced the Tax processing and other activities to us.
• Oversee the lifecycle events, data upload, reconciliations, data corrections, pricing, export, reporting and other consequential requirements.
• Offer real-world operational expertise and help guide on best practices.
• Ensure all processing and other services are kept at a high level of performance.
• Earn and maintain good working relationships with the clients and our product development team.
• Build and maintain good relationships and collaborate with the team to enhance and build on our services.
• Work with the rest of Advent, to help support our clients and prospective clients (including support & consulting).
• Drive enhancements and process improvements based on experience and client feedback, understanding their business and challenges and ensuring we provide good service and add value.
• Handle client issues relating to the services including improvements, changes to the service, new business, operational issues and complaints.
• Support the implementation of new clients on to the SS&C Advent Solution, the set up of service teams and the smooth running of day-to-day servicing.
• Work with technology and other servicing groups on projects to change or devise solutions to meet the client's needs.

Required Knowledge, Skills, and Abilities

• Experience working with clients, with expert operation analysts and with remote operations teams. Real-world experience in back and middle office lifecycle management, post-execution, and operations.
• Flexible presentation and communication skills, and be personable, persuasive and cooperative.
• strong analytical and problem-solving skills and enjoy a bit of detective work to break down and tackle an issue.
• Good client and prospect communications experience with presentation skills and a high standard of written work.
• Dealing with internal and external operations and serving units in separate locations.
• operations experience and being able to guide clients on best practices.
• Reconciliation experience and working directly with custodians.
• Fund exposure
• Valuations and performance understanding.
• Knowledge or understanding of FATCA/CRS, Norwegian Tax, ASK Management, IPS, SaldoRente and Swedish Tax.
• Understanding of SQL and the APX system