AEOI Supervisor: FATCA/CRS & Client Leadership

Citco GSGS; Halifax; On-site; CAD 70,000 - 90,000; Full time

Job summary

A global financial services company is seeking a Supervisor for their AEOI team based in Halifax and Toronto. The role involves managing deliverables, fostering client relationships, and leading a diverse team. The ideal candidate has over 3 years of experience in Financial Services and excels in project management and client communication. The company offers a supportive environment emphasizing diversity and well-being.

Benefits

Flexible working arrangements

Training and development opportunities

Diversity and inclusion initiatives

Qualifications

• 3+ years experience in Financial Services and/or Fund Administration.
• Exposure to Regulatory Compliance, FATCA/CRS, AML/KYC.
• Experience supervising, training, or supporting junior staff is an advantage.

Responsibilities

• Coordinate and oversee preparation of AEOI deliverables.
• Communicate daily with team and report status updates.
• Research and provide recommendations for process improvements.
• Manage ongoing relationships with AEOI clients and stakeholders.

Skills

Client relationship management

Organizational skills

Attention to detail

Proficient in Microsoft Office

Multi-tasking

Education

Degree in Financial Services or relevant discipline

Job description

A global financial services company is seeking a Supervisor for their AEOI team based in Halifax and Toronto. The role involves managing deliverables, fostering client relationships, and leading a diverse team. The ideal candidate has over 3 years of experience in Financial Services and excels in project management and client communication. The company offers a supportive environment emphasizing diversity and well-being.