Filipe Silva Email & Phone Number

Lisbon, Portugal

Acknowledging and following up on all requests from clients, either for relief at source or reclaim purposes, performing all necessary validations and communicating it to the custodian network.Assuring that clients receive their payments or reclaim refunds according to the eligible market rules and their instructions.Validating tax documentation provided by clients according to each market rule.Controlling and assuring correct taxation is applied on income payments.Process reclaim refunds and assure accurate follow up and update of accountancy breaks and movementsReport any risks or errors to line manager identified during daily tasksContribute to procedure updates and business improvementsReceive clients' instructions, monitor and analyze data, validate and send instructionsPerform daily operational controls and ensure the follow-up and updating of operational proceduresAnalyze, integrate missing data in the system, and reconcile any breaks.Gather information and figures from the different operations and procedures, and report them to support the decision processEnsure that clients' queries are dealt with in a timely and adequate manner

Lisboa, Portugal

Personal, phone and referral service functions for the public and/or associates.Reception of the general mail and forwarding thereof.Coordination and planning of meetings, appointments, and room reservations for internal employees.