Client Service and Relationship Manager, Hybrid, Assistant Vice President

Who we are looking for

We are looking for a professional with minimum 8 years of financial services experience, with strong relationship, sales and project management experience with excellent command of English language and communication skills.

Why this role is important to us

The team you will be joining is a part of State Street Global Services (SSGS). SSGS gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS’ tools help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

This role can be performed in a hybrid model, where you can balance work from home and Gdańsk or Kraków office to match your needs and role requirements.

As the Client Service and Relationship Manager, Assistant Vice President you will be providing services for one of State Street top tier clients. The position is a client facing role withing the Global Client Service team.

As the Client Service and Relationship Manager, AVP you will:

• Be accountable product and service excellence, enabling the unified model that joins Client Service and Delivery around a common culture
• Act as first line of defense in service delivery issues
• Engage appropriate parties for resolution

Command, control, and governance across product and service:

• Own the overall operating model framework and drive operating model improvements
• Monitor service quality levels (governance call, SLAs, errors tracking, etc..)
• Inquiry Management
• Client Lifecycle
• Incident Management
• Oversight Billing

Escalation Management:

• Primary escalation point for clients’ GD service issues
• Secondary escalation for Transfer Agent related issues

Change Management:

• Manage new business onboarding and fund change events

KPI Maintenance:

• Review, cleanse and report on client KPIs
• Discuss KPI results and implications with client

Subject matter expertise and Solutioning:

• Connect client with STT expertise on fund structures, regulatory, accounting and administration considerations, market operations and securities processing

Local Relationship Manager:

• Own and Orchestrate the Client Relationship
• Commercial & Legals
• Contract and documentation management

Education & Preferred Qualifications

• Excellent English verbal and written communication skills
• At least 8 years of relevant working experience, including project management or client relationship management
• Knowledge and understanding of financial products and various markets requirements
• Advanced PC skills including MS Office: (Excel, Word, Power Point, Outlook, Access)
• Business analysis experience is a plus

These skills will help you succeed in this role

• Strong analytical and proven project management skills critical
• Excellent organizational, planning and co-ordination skills
• Proven communication skills, enabling effective collaboration within the global team, business personnel across all impacted State Street units globally and client organization
• Ability to influence and work collaboratively across multiple teams and stakeholders on all levels of the organization, including senior management
• Ability to challenge status quo and the information being provided by SMEs and management; acting as change management first line of defense
• Ability to compile and produce detailed reports, task lists and minutes, identifying key risk areas and highlighting progress of projects
• Ability to prioritize work under pressure compared to tight deadlines
• Ability to construct effective and concise updates for clients and management regarding what could be complex content
• Ability to fully analyze and evaluate several potential alternatives to a given challenge and present the results to the appropriate stakeholders to enable a decision on the optimal solution

• Permanent contract of employment from day one
• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
• Gold medical package for employees and their families (partner and children)
• Premium life insurance package and private pension plan
• Employee savings plan
• Multisport Card
• Wide range of soft skills training, technical workshops, language classes and development programs
• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
• Variety of well-being programs
• Technical or leadership career pathway

About State Street:

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer

For further information, and to apply, please visit our website via the “Apply” button below.