Cognizant
SME – Operations Change Group
- Assignment supporting Swiss wealth-management operations, Tax Claims & Securities Operations.
- Processed cross-border withholding-tax reclaim cases involving Switzerland, Germany, Hong Kong, Singapore, Luxembourg and Italy.
- Checked documentation, tax residence, beneficial ownership and jurisdiction-specific requirements before case progression or escalation.
- Reconciled client, tax, securities, transaction, payment and custody data; investigated discrepancies and followed up missing information with internal teams and external providers.
- Reviewed WHT/CRS-related reports and supported reconciliation checks involving ESTV Forms 9 and 182.
- Recognised by Cognizant for goal-oriented leadership, supervision, effective delegation, staff motivation and regular monitoring and recognition of individual performance.
- Helped train three colleagues during a two-to-three-month operational transition.