Maria
Maria
from Ukraine
See my story
Gonçalo
Gonçalo
from Portugal
See my story
Alejandra
Alejandra
from Colombia
See my story
Pier
Pier
from Italy
See my story
Sandra
Sandra
from Mexico
See my story
Frederik
Frederik
from Denmark
See my story
beign your career journey with accenture

Citi & Citi Handlowy
Citi & Citi Handlowy
location iconLocations: Warszawa
level iconLevel: specialist
Citi is more than a global financial services company. It's an engine for progress. We serve 200 million customers in more than 160 countries, providing support to individual, corporate, government and institutional clients. Our clients choose us for a global footprint, market positon, in-country relationships and the full range of solutions on offer. In Poland we operate within two legal entities Citibank Europe plc and Bank Handlowy w Warszawie S.A.
Asset Servicing Representative
Work place: Warszawa

The Asset Servicing Representative performs relatively complex assignments. Has direct impact on the business by ensuring the quality of the tasks or services provided. Works under little to no direct supervision. May service an expansive and/or diverse array of products/services. Applies working knowledge of technical and professional principles and concepts and in depth knowledge of team objectives. Understands how assigned duties contribute to the work of the team/unit and how the units coordinate their efforts and resources to achieve the objectives of the function. Ensures the quality and service of self and others. May recommend new options to enhance productivity in accordance with guidelines. Requires tact and diplomacy when exchanging complex or sensitive information with others. Is sensitive to audience diversity. Basic knowledge of the organization, the business and its policies required. Typically responsible for resolving basic to moderately complex problems based on practice and precedence. Able to assess applicability of similar experiences and evaluate options under circumstances not covered by procedures.

Responsibilities:

  • This role will be responsible for submitting tax refund applications directly to Foreign Tax Authorities upon Double Tax Treaties Regulation either Domestic Provisions
  • These activities include generating and preparing reclaim forms and certifications for our customers, as well as, submitting the forms and initiating the reclaim process with the relevant tax authorities on behalf of the beneficial owners
  • Responsible for timely and accurately preparing and submitting Regulatory Reports regarding tax refunds or income events
  • Supports a range of products/ services and projects in accordance with established systems and procedures, under general supervision
  • Responsible for routine operational tasks focused on administering defined procedures, analyses and report preparation, and resolving problems that require investigation or research
  • Applies analytical thinking and knowledge of data analysis tools and methodologies to identify process improvements and support the implementation of projects
  • Interprets data and contributes to recommendations for process improvement, and/or the launch of new products/ services and upgraded platforms
  • Minimizes risk to the bank through knowledge of procedural requirements - understands and monitors errors to suggest solutions to reduce errors, and to adhere to audit and control policies
  • Identifies policy gaps and makes suggestions to support the streamlining of related work processes
  • Timely escalation of all requests / inquiries / issues / errors
  • Develops a good understanding of products and processes, and industry practices and standards
  • Applies a good knowledge of a wide range of specialized administrative/technical skills to monitor, analyze and/or evaluate processes and data; most of the impact is related to the accuracy of tasks performed, and the quality and timeliness of tasks that affect own team and closely related teams
  • Applies a good understanding of how the team and area integrate with others in accomplishing the objectives of the wider team/working group
  • Utilizes good communication and interpersonal skills to interact with colleagues and stakeholders, and to exchange potentially complex/sensitive information
  • May perform other duties as assigned by supervisor
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Qualifications:

  • 0-2 years relevant experience
  • Prior work experience in a related job that would provide a basic knowledge activities, policies, and procedures of the work area
  • These activities include revisions of communications, notifications and facilitating postings for Corporate Action or Proxy events
  • Works under limited supervision supporting an expansive array of products/services
  • Executes moderate to complex transactions
  • Provides support to most operational processes as needed
  • Properly monitors errors to adhere to audit and control policies
  • Understands the procedures and controls required for custody accounts
  • Participate in activities related to compliance
  • Participates on UAT implementation and training activities
  • Provides feedback on project related activities
  • Assist with special reports and projects, and performs
  • Intermediate MS Office skills
  • Can demonstrate a working knowledge of technical and professional principles and concepts related to the business
  • Knowledge of multiple types of investment instruments including: Equity securities, Fixed Income and Asset Backed securities
  • Proven success as a team player
  • ACCA certificate would be an additional asset

Education:

  • High School diploma or equivalent
Please be informed that we will contact selected candidates only.

Citi and Citi Handlowy are registered trademark of Citigroup Inc., used under license. Citigroup Inc. and its subsidiaries are also entitled to rights to certain other trademarks contained herein.

www.citihandlowy.pl
Bank Handlowy w Waszawie S.A

Details

  • iconAdministration, Finance & Accounting
  • iconWarszawa, mazowieckie

Company profile

  • About us
  • Job offers (148)
  • Recruitment process

selected offers

Career Opportunities for Romanian Speakers
flag English, Romanian
locationWarszawa

Do you want to be always up to date?

Create job alert and start getting similar offers directly to your mailbox!