Client Service Support Senior Specialist Associate 2

4 dni temu

Gdańsk, Pomerania, Polska State Street Pełny etat

Purpose Of Role:

To support the Client Service Operations Team Supervisor.

Under supervision of the Team Manager, Client Service Support Senior Specialist provides direct client service support to internal clients, investment managers and central support teams to ensure timely and error-free processing and facilitate the resolution of problems related to complex events.

Specific Duties:

PRINCIPAL TASKS

  • Take leading role with Team Supervisor in liaising with other sites in all aspects of service.
  • Review tasks/reports and completes the reviewers' checklist.
  • Provide inquiry and operational support to internal and external clients on complex, high-risk asset-servicing functions.

REPORTING AND RECONCILIATION

  • Prepare and review the reporting for client purposes e.g. KPI, Board packs, Activity Sheets, payment requests, expense calculations and review.
  • Track and conduct research to resolve issues and respond to inquiries from external clients or internal departments and maintain accurate records of follow-up actions and client contact.
  • Work on safekeeping of assets, monitoring and collecting income, recordkeeping, and reconciliation.
  • Continually evaluate current processes to strive for increased efficiency.
  • Update various logs, spreadsheets, and control checklists on a regular basis.
  • Produce monthly and annual reporting requirements and seek validation.
  • Produce meeting agenda materials and minutes and seek validation.
  • Produce ad hoc client reporting requests and seek validation.

COMMUNICATION & RELATIONSHIPS

  • Establish and maintain good working relationships with relevant colleagues in service support departments and contacts in the Donor Sites.
  • Proactively identify service issues with client-facing impact and bring them to the attention of the appropriate parties for resolution.
  • Initiate communication to clients on complex asset-servicing matters.
  • Provide timely and professional responses to all enquiries.
  • Keep Team Supervisor informed as to the daily work or projects progress and status of requests.
  • Ensure departmental procedures are in place and controls are implemented.
  • Coordinate with the Team Managers and internal departments to meet the client needs.
  • Participate in transitions, implementation of new tools, and special projects.
  • Provide training to less experienced employees in the course of day-to-day work, provide guidance and adequate source of help for queries.
  • Actively participate in the development of newly hired employees and support and guide them during the onboarding process.
  • Maintain standards of personal and professional performance/behavior.

Organisation

  • Strong customer service, communication, organizational, and problem-solving skills.
  • Maintain systematic filing practices.
  • Adhere to clean desk policy and thorough record keeping.
  • Build and maintain strong client and inter-departmental relationships.

Work Parameters Or Boundaries:

  • Internal State Street Poland procedures & regulations.
  • Accounting Standards.
  • Performance Management System.

PERSON SPECIFICATION

Specific Qualifications / Skills:

  • Able to operate under pressure with time-sensitive deadlines.
  • Attention to detail.
  • Comfortable leading and motivating others.
  • Excellent analytical and problem-solving skills.
  • Flexibility in working outside of own responsibilities to assist the team.
  • Strong knowledge of asset-servicing and strong understanding of domestic and international markets.
  • Excellent written and verbal communication skills.
  • Ability to deal with global operating parties in an efficient manner, considering cultural differences.
  • Numeracy/literacy skills.
  • PC literate and competent in the use of spreadsheets and word processing.
  • Good technical skills in using MS Office.
  • Strong organizational and communications skills as well as team orientation.
  • Fluency in English required.
  • Custody knowledge required – for Custody teams only.

Level Of Education:

Accountancy or Business-related degree (preferred).

Previous Level Of Experience:

  • 2+ years of financial services experience, preferably with accounting and custody exposure, and knowledge of financial market activities and transactions.
  • Past client service experience would be advantageous.

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 a flexible Work Program to help you match your needs. 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 perspectives 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 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 programs 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.

End Date: February 20, 2025

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

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