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Client Service Officer

Company

12542 Citicorp Services India Private Limited

Location

Chennai, India

Type

Full time

The Client Tax Service Officer is a developing professional role in the newly formed Client Tax Services (CTS) Team.

The CTS Team will take ownership of updating client tax documentation (W-Series Forms and CRS Forms) and manage day-to-day tax related queries, dealing directly with clients, as well as managing and supporting a number of client tax related projects.

This is a client facing role, that involves working directly with Private Banking Teams and clients, along with partner organizations including Front Office (Bankers), Tax Operations, Business Execution, Client Onboarding, Product and Corporate Tax.

Responsibilities

  • Support the set up of this new team to take ownership of client tax related matters
  • Client liaison for tax related matters, taking end to end ownership for client requests and queries
  • Management of UHNW client relationships, engaging with Tax Advisors, Financial Advisors and Accountants
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