Client Service Expert, hybrid, Senior Associate

Recruiter
State Street
Location
Gdansk, Poland
Salary
Not disclosed
Posted
12 Aug 2022
Closes
18 Aug 2022
Ref
R-704214
Approved employers
Approved employer
Contract type
Permanent
Hours
Full time
Experience level
Qualified accountant

Who are we looking for?

Client Service Expert position is integral to the successful completion of client onboarding set-ups as well as fostering key relationships with our internal customer base.

The primary responsibility will be to act as Single Point of Contac (SPOC) for one of our biggest clients on their EMEA and US range of funds.

Why is this role 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.

Your new role

As Client Service Expert, Senior Associate you will be

  • Acting as a point of contact with clients, sub-custodians and internal departments for market related activities and inquiries, including tax and proxy documentation.
  • Monitoring market changes in order to take any necessary actions needed to keep our clients’ accounts compliant with regulations.
  • Assisting clients with new fund launches and account opening requests, what includes preparation of the account opening packages for the documentary markets.
  • Maintaining and closing accounts where required, what includes mergers, conversion in/out, name changes, renewals, etc.
  • Providing prompt responses and processing time on all received inquiries.
  • Driving resolution of issues and taking ownership of the assigned tasks.
  • Cooperating with direct manager what includes taking responsibility of personal development, self-evaluation, participating in meetings etc.
  • Resolving issues highlighted by Client Service Manager and ensuring they are kept informed of progress.
  • Taking leading role in different department’s project focused on process improvement or office wide initiatives.
  • Assuming leading role in different department’s project focused on process improvement or office wide initiatives.
  • Improving current processes in order to enhance controls (Risk Excellence), standardize and to gain efficiencies.
  • Providing on the job trainings and market/process specific presentations (knowledge sharing).
What we value

These skills will help you succeed in this role:

  • Client centric approach
  • Ownership mindset
  • Strong communication skills
  • Experience in customer service
  • Ability to work independently as well as in a team

Education & Preferred Qualifications:

  • Master degree in finance, accounting or related field
  • Minimum 3 years of professional experience
  • Advanced command of English language
  • Experience in working directly with the client
We offer
  • 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

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

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.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

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. 

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