Senior AEOI Specialist

The Citco Group Limited

. Prepare AEOI filing analysis and other output for delivery to clients .

Posted 11/9/2026full-timeDublin • IrelandSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in AEOI filing analysis and client relationship management within the Financial Services sector, with a strong focus on regulatory compliance and operational efficiency. Proficient in managing multiple projects while maintaining exceptional attention to detail and delivering high-quality service to clients.

Highest-signal resume keywords

AEOI Filing AnalysisClient Relationship ManagementFATCA & CRS RegulationsMicrosoft Office ProficiencyProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

AEOI Filing AnalysisFinancial Statement InterpretationIRS Withholding Forms ReviewProcess Improvement RecommendationsClassification Troubleshooting

Soft Skills

Client Relationship SkillsOrganizational SkillsAttention to DetailCommunicationTeamwork

Tools & Technologies

AEOI Portal ManagementMicrosoft Office Applications

Industry Keywords

Financial ServicesRegulatory ComplianceQuality ControlRisk ControlBusiness Awareness

About the role

Key responsibilities & impact

Prepare AEOI filing analysis and other output for delivery to clients
Proactively manage daily workflow and ensure set deadlines are met
Review deliverables produced by other individual contributors for release to clients
Provide guidance to more junior individual contributor-level staff
Manage communications and ongoing relationships with AEOI clients, their investors, and other external and internal stakeholders
Manage expectations and ensure queries are dealt with in a timely manner
Provide excellent service to clients via direct or indirect contact
Maintain and improve knowledge of the Automatic Exchange of Information regulatory and compliance environment
Conduct industry research and analysis as required
Review and provide feedback on self-certifications and IRS withholding forms
Read and interpret financial statements to determine account values
Handle local AEOI portal registration/de-registration, communication, and troubleshooting
Research, analyze, and recommend process improvements to increase operational efficiencies
Identify, analyze, and troubleshoot classification and re-classification inconsistencies
Perform additional tasks as assigned

Requirements

What you’ll need

Degree qualified (preferably in a discipline relevant to Financial Services)
2-4+ years experience in Financial Services; exposure to FATCA & CRS regulations an advantage
Proven strong client relationship skills
Proven experience managing multiple projects / deliverables
Excellent organizational and multi-tasking skills
Exceptional attention to detail
Results driven and self-motivated
Ability to work in global teams and adapt to different communication styles
Proficient in Microsoft Office applications
Teamwork
Drive for results
Client Relationship Management
Communication
Business, Technical & Commercial Awareness
Quality and Risk Control
Decision Making
Problem Solving
Developing Working Relationships with others