Spanish speaking Client Service Executive - Sandton

Job Description This role involves keeping abreast of all claims in progress for our Client's Spanish clients. The role will involve understanding the nature of the services provided and the various different claim mechanisms available to different claimants. Comprehensive training will be provided to ensure the employee has an in-depth understanding of the product. Main duties include: Requesting documentation from various intermediaries throughout the claims process. The parties involved include: clients, tax authorities worldwide, various banks, processing agents and the internal processing team Interacting with clients and custodian banks to request documentation, arrange collection, and prepare reconciliation of documents received Analyzing documentation to ensure they meet the specific requirements of multiple foreign tax jurisdictions Liaising with intermediaries to follow up on document requests Building meaningful relationships with all working parties involved Preparing reports and ad hoc analyses for clients Required Skills Bilingual and able to read, write and speak Spanish proficiently Excellent organizational and time management skills Detail-oriented with proven problem solving skills Strong verbal and written communication skills Ability to multi-task in a fast paced environment Solid knowledge of Microsoft Excel/Word and keen analytical skills Proactive, creative, and highly motivated approach to achieving results Background and Education Completed or working towards a University degree, preferably Accounting, Economics, or Commerce A keen interest in the financial services industry and capital markets

Location: Sandton, ZA

Posted Date: 1/22/2025