- Responsible for managing, educating and building relationships with Institutional accounts including Banks, Pension Plans and Private Organizations.- Managing client onboarding process, including KYC, AML and other required agreements reviews and operational matters pertaining to accounts.- Identified and developed sales plan for prospective and existing clients- leading to a 12% increase in AUM within 12 months.- Conducted service reviews and coordinated cross team resolutions of all escalated client issues per established framework.

- Managed institutional client relationships, such as Pensions, Banks, Government Organizations and Endowment Funds accounts. - Worked with funds on ad-hoc foreign tax authority investigation into accounts, representing and interpreting information to authorities on client’s behalf.- Led monthly, quarterly and annual review meetings regarding tax cycle progress updates and escalations on accounts. - Organized tax policy and compliance research projects in global markets, ensuring a successful tax filing cycle.

- Conducted analysis of client portfolios- identified and communicated any tax relief opportunities/risk of missed payments based on Double Tax Treaty with foreign countries.- Ensured a smooth onboarding process by soliciting and reviewing required documentations.- Coordinated with tax authorities in Europe, Asia and the Americas, internal stakeholders and Canada Revenue Agency (CRA) to ensure filing completion before end of year.

- Prepared and provided clients, senior-level management and regulators with reconciliation reports on income-based trading and taxation in accounts, as required. - Assisted and led team projects that allow funds to obtain favorable tax rates and reclaim withheld taxes in global markets. - Worked with management and senior analysts to identify and implement opportunities for improved client servicing and risk reducing processes.

Served as a first point of contact for investment managers and custody clients; researching and resolving their global tax and voting proxy issues by identifying and collaborating with relevant parties.

- Worked in close collaboration with the internal teams to address client inquiries on financial market procedures, trades, corporate reorganizations and tax inquiries on publicly traded companies. - Created, maintained and funded client accounts through proper KYC/AML procedures.