Tax & securities operations
Supporting cross-border withholding-tax reclaims through document checks, tax-data reconciliation and exception follow-up.
Cíntia Pacheco · Zürich
Banking operations.
Careful execution.
I’m Cíntia Pacheco. I work with tax-reclaim documentation, reconciliations and corporate client operations.
My experience spans a Cognizant assignment supporting Swiss wealth-management operations, Ebury and BNP Paribas. I bring a structured approach to checking information, following up exceptions and coordinating the people needed to resolve them.
Read my reference letter · PDF
Available immediately
EU citizen · Swiss B permit · Roles based in Zürich
Tax-reclaim processingClient documentationReconciliations & data quality
The detail behind
reliable operations.
Experience across banking, fintech and claims operations, with a focus on complete documentation and clear follow-up.
Client documentation
Corporate onboarding and lifecycle support, ownership-document review and coordination of missing information with clients and Compliance.
Leadership, supervision & team development
Recognised by Cognizant for goal-oriented leadership, supervision, effective delegation, staff motivation and regular monitoring and recognition of individual performance.
Most recent assignment
Cognizant · SME – Operations Change Group
Assignment supporting Swiss wealth-management operations
July 2025 – August 2026 · Zürich
Document checks, reconciliations and operational follow-up across withholding-tax reclaim and securities workflows.
Read my experienceCognizant · 2026
My professional reference
My Cognizant reference, issued on 31 August 2026, recognises my leadership, supervision, delegation, autonomous decision-making and contribution to team collaboration. Read both original pages here or open the PDF.
Open the original PDF ↗
Let’s talk about your team’s operational needs.
Available for banking operations, tax-reclaim processing and client-documentation opportunities in Zürich.