Global Client Tax & Compliance Specialist

Interactive Brokers; Greater London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A global financial services firm is seeking a Client Support Specialist in Greater London to deliver exceptional service to clients while ensuring regulatory compliance. The role involves managing inquiries on tax documentation, validating forms, and performing AML/KYC checks. Candidates should have strong attention to detail, excellent communication skills, and a client service orientation. The firm offers a hybrid work model, a performance-based bonus scheme, and various benefits including private medical insurance.

Benefits

Career support and development

Performance-based discretionary cash bonus

Discretionary stock grant

Private Medical Insurance

Cycle to work scheme

Daily company subsidised lunch

Qualifications

• Detail-oriented with a problem-solving mindset.
• Experience managing client inquiries related to tax documentation.
• Ability to work in a fast-paced environment.

Responsibilities

• Deliver professional client support through multiple communication channels.
• Respond to inquiries regarding tax documentation requirements.
• Validate and process tax documentation, including W-8/W-9 forms.

Skills

Strong attention to detail

Excellent written and verbal communication

Ability to manage multiple priorities

Client service orientation

Basic understanding of tax concepts

Proficiency with ticketing systems

Tools

Microsoft Office

Job description

A global financial services firm is seeking a Client Support Specialist in Greater London to deliver exceptional service to clients while ensuring regulatory compliance. The role involves managing inquiries on tax documentation, validating forms, and performing AML/KYC checks. Candidates should have strong attention to detail, excellent communication skills, and a client service orientation. The firm offers a hybrid work model, a performance-based bonus scheme, and various benefits including private medical insurance.