Custody Management Services Expert, Senior Associate, Asset Manager Relationship Pro

3 tygodni temu

Gdańsk, Pomerania, Polska MyGwork Pełny etat

This job is with State Street, an inclusive employer and a member of the LGBTQ+ business community.

Please do not contact the recruiter directly.


Job Overview:

We are looking for a Custody Management Services Expert who will provide proactive management of Asset Manager relationships through regular service reviews and professional communication with business units and clients.


Key Responsibilities:

  • Proactively manage Asset Manager relationships through regular service reviews and communication with business units and clients.
  • Initiate communication to clients on complex asset servicing matters.
  • Liaise with internal service teams to resolve enquiries and collaborate on building a cohesive service delivery model.
  • Identify the need for escalation of issues.
  • Ensure adherence to relevant regulation and internal procedures.
  • Monitor volumes and allocate resources accordingly.
  • Maintain standards of personal and professional performance and behavior, ensuring staff accountability and adherence to company policies and procedures.
  • Provide coaching, guidance, and support to staff on technical, professional, and client issues.
  • Develop and communicate a clear picture of team goals and approaches to business, based on a clear understanding of client requirements.
  • Perform and/or monitor quality and internal controls for all team deliverables.
  • Provide inquiry and operational support to internal and external clients on complex, high-risk asset servicing functions.
  • Support Asset Managers trading in multiple instruments and products.
  • Daily Market Trade Settlement Reporting - Mitigate risk by managing settlement of trade and cash exposure.


Requirements:

  • Strong verbal and written communication skills.
  • Strong analytical skills.
  • Ability to perform effectively under strict client deadlines.
  • Attention to detail.
  • Team player attitude.
  • Ability to work on own initiative.


Education and Qualifications:

  • Master's Degree in Finance, Accountancy, or Business-related degree.
  • Min. 2+ years of financial services experience, preferably with accounting and custody exposure, and knowledge of financial market activities and transactions.
  • Previous experience in asset management services or investment management services would be an advantage.
  • Former Client service experience would be an advantage.
  • CIMA/CFA accreditation would be an advantage.
  • Very good working knowledge of Excel.
  • Excellent English skills.

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