Client Services & Compliance Associate

Waystone; England; On-site; GBP 26,000 - 38,000; Full time

Job summary

Waystone is seeking a Junior Associate to service and maintain relationships with a portfolio of clients in the ITC team. You will handle complex client structures and perform annual filings and ad hoc requests, supporting Directors and Associate Director.

You will prepare tax forms and FATCA/CRS reports under supervision, check documents for gaps, monitor accounts receivable, and contribute to process improvements. Strong communication and organisational skills are essential.

Qualifications

• Third Level Qualification: Bachelor’s Degree.
• Transfer Agency experience is desirable but not essential.
• Excellent interpersonal and customer service skills.
• Outstanding time management and organizational skills.
• Fast-paced environment with proactive support.
• Proficiency in Microsoft Outlook, Excel and Word.
• Team player – flexible and adaptable.
• Demonstrate ability to think strategically.

Responsibilities

• Support the ITC team in day-to-day client service activities, seeking guidance from senior team members as needed.
• Assist with maintaining strong working relationships with internal stakeholders and external clients by communicating in a professional and timely manner.
• Prepare foundational documents such as tax forms, notices, and draft FATCA/CRS reports under supervision, ensuring accuracy before submitting for review.
• Conduct initial checks on documentation and flag any gaps, inconsistencies, or questions for senior review.
• Help monitor accounts receivable for assigned clients by preparing updates and gathering information for the team lead.
• Develop working knowledge of FATCA, CRS, and due diligence requirements, actively participating in training and applying learnings under supervision.
• Assist with onboarding new FATCA/CRS clients by preparing checklists, gathering documents, and updating system records under direction.
• Provide general support to colleagues during peak periods or when team members are absent, including helping monitor shared inboxes.
• Maintain accurate database and Tracker records by entering data, updating engagement details, and ensuring information is complete and current.
• Follow department procedures for DEF preparation and DocuSign processing, ensuring documents are organized and submitted for review.
• Ensure timely management of emails by organizing correspondence and saving client communications into Tracker according to process.
• Support the team by tracking DocuSign DEF statuses, preparing summaries, and escalating any delays or issues.
• Assist with preparing AEOI reports or board materials by gathering data, formatting reports, and arranging meeting logistics as directed.

Skills

Interpersonal skills

Time management

Organizational skills

Communication skills

Attention to detail

Proactive

Team player

Strategic thinking

Education

Bachelor’s Degree

Tools

Microsoft Outlook

Excel

Word

Job description

Waystone is seeking a Junior Associate to service and maintain relationships with a portfolio of clients in the ITC team. You will handle complex client structures and perform annual filings and ad hoc requests, supporting Directors and Associate Director.

You will prepare tax forms and FATCA/CRS reports under supervision, check documents for gaps, monitor accounts receivable, and contribute to process improvements. Strong communication and organisational skills are essential.