Client Service Expert, Senior Associate

State Street
Gdansk, Poland
Not disclosed
27 Oct 2021
16 Nov 2021
Approved employers
Approved employer
Contract type
Full time
Experience level
Qualified accountant
Your new team:

Investment Management Services (IMS) Claims team is one of Middle Office function State Street has centralized in Gdansk. A global Claims team is investigating claimable events for one of State Street’s client. On a daily basis team has contact with client, brokers, banks and internal operation teams to analyze various products on the market what gives a great knowledge and experience.

Who are we looking for?

A person with an experience in working in Middle Office area.  If you would like to develop your career in the industry within growing Investment Management Services business this is a great opportunity for you to pursue.

What you get if you join us as Client Service Expert?

If you are looking for a role with wide and varied scope of responsibilities as well as opportunities to develop your financial career path this is the position tailored to your needs and career aspirations. Join one of the fastest growing State Street's departments and build you career with us - over 6000 professionals already employed in Poland! We offer indefinite permanent contract of employment from day 1.

Job Responsibilities:

  • Working within the Investment Management Services - Claims team based in Poland, provide primary support for operational team (BAU) support
  • Developing effective working relationships and communications with staff and ensure that staff are motivated, developed and supported
  • Developing and supporting critical internal relationships with dependent units, clients, cross functional operational colleagues and global counterparts
  • Act as escalation point for difficult or contentious events.
  • Provide direction, and as needed interact directly with brokers, custodians, and internal parties to drive resolution.

Required Skills/ Qualifications:

  • 2 – 4 years of experience in a large financial services organization – a detailed understanding of the procedural, technical and product requirements within Middle Office area is preferred
  • Strong understanding of financial markets; familiarity with custodian cut offs for various financial products and settlement methodologies
  • Understanding of settlement methodologies across various products (Fixed Income, Equity, FX, Cash etc.)
  • Industry utility experience preferred – Omgeo CTM, ALERT, GTSS, SWIFT
  • Good communication, leadership and team working skills
  • Client service and solutions driven mind-set, including ability to work with third-party Senior management
  • Fluent English – strong verbal and written communication skills
  • Academic background, preferred degree in economics, finance, science or engineering
  • IT skills, including MS Office applications
For further information, and to apply, please visit our website via the “Apply” button below.

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