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Client Outreach Associate

Bromley, , United Kingdom

Job Description:

Job Title: Client Outreach Associate

Corporate Title:  Officer

Location:  Bromley

Company Overview:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.  Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.

One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.

Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.

Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!

Role Description:

The GBAM Operations Tax and Control Banking Outreach team is responsible for supporting all elements of the US tax form and CRS self-certification refresh and inquiry processes. This role will be in a team of 4 in Bromley, with others in the US, focusing on Collections and Outreach. This team works directly with Treasury clients and a number of global business partners including the tax operations teams in the US, APAC, EMEA, and Canada/LATAM as well as Corporate and Enterprise tax, Fulfilment, Service and Operations. 


  • You will work with Bank of America clients to refresh expired tax forms

  • You will liaise with clients to collect tax forms for a change in circumstance

  • You will validate reports on a weekly, monthly and annual basis

  • You will do refund analysis and approvals

  • You will field general inquiries from clients and internal partners

  • You will Translate and disseminate Global Tax communications

What we are looking for:

  • You will have effective written and verbal communications skills

  • You will be proficient with Microsoft Office, specifically Excel

  • You will have a close attention to detail

  • You will have the ability to prioritise a varying workload

Skills that will help (optional):

  • Any experience working with clients in a previous role will be a plus

  • Any knowledge of FATCA or CRS Tax Regulations will be a plus

  • Any experience in an operations setting would be a plus

Benefits of working at Bank of America


  • Private healthcare for you and your family plus an annual health screen to help you manage your physical wellness with the option to purchase a screen for your partner

  • Competitive pension plan, life assurance and group income protection cover if you become unable to work as a result of a disability or health reasons

  • 20 days of back-up childcare including virtual tutoring and 20 days of back-up adult care per annum

  • The ability to change your core benefits as well as the option of selecting a variety of flexible benefits to suit your personal circumstances including access to a wellbeing account, travel insurance, critical illness etc

  • Use of a flex fund to use towards benefits

  • Access to an emotional wellbeing helpline, mental health first aiders and virtual GP services

  • Ability to donate to charities of your choice directly through payroll and the bank will match your contribution

  • Opportunity to access our Arts & Culture corporate membership programme and receive discounted entry to some of the UK and Ireland’s most iconic cultural institutions

  • Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local area

Bank of America

Good conduct and sound judgment is crucial to our long term success. It’s important that all employees in the organisation understand the expected standards of conduct and how we manage conduct risk. Individual accountability and an ownership mind-set are the cornerstones of our Code of Conduct and are at the heart of managing risk well.

We are an equal opportunities employer, and ensure that no applicant is subject to less favourable treatment on the grounds of gender, gender identity, marital status, race, colour, nationality, ethnic or national origins, age, sexual orientation, socio-economic background, responsibilities for dependants, physical or mental disability. The Bank selects candidates for interview based on their skills, qualifications and experience.

We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.

Learn more about this role

Full time


Manages People:

Street Address

Primary Location:
26 ELMFIELD RD, Bromley, BR1 1LR