Client Service Support Senior Specialist Associate 2

5 dni temu

Gdańsk, Pomerania, Polska State Street Pełny etat

State Street, a leading custodian bank, asset manager, and asset intelligence company, seeks an experienced professional to support the Client Service Operations Team Supervisor.

The ideal candidate will provide direct client service support to internal clients, investment managers, and central support teams, ensuring timely and error-free processing and facilitating the resolution of complex events.

About the Role:

This is a senior-level position that requires strong customer service, communication, organizational, and problem-solving skills. The successful candidate will have a proven track record in financial services, preferably with accounting and custody exposure, and knowledge of financial market activities and transactions.

Key Responsibilities:

  • Liaise with other sites to ensure seamless service delivery.
  • Review tasks and reports, completing checklists as required.
  • Provide inquiry and operational support to internal and external clients on complex, high-risk asset-servicing functions.

Reporting and Reconciliation:

  • Prepare and review reporting for client purposes, including KPIs, board packs, activity sheets, payment requests, expense calculations, and reviews.
  • Track and conduct research to resolve issues and respond to inquiries from external clients or internal departments, maintaining accurate records of follow-up actions and client contact.
  • Work on safekeeping of assets, monitoring and collecting income, recordkeeping, and reconciliation.
  • Continuously 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 and Relationships:

  • Establish and maintain good working relationships with relevant colleagues in service support departments and contacts in 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 the Team Supervisor informed of daily work or project progress and status of requests.
  • Ensure departmental procedures are in place and controls are implemented.
  • Coordinate with Team Managers and internal departments to meet client needs.
  • Participate in transitions, implementation of new tools, and special projects.
  • Provide training to less experienced employees in day-to-day work, providing guidance and adequate sources 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, organisational, 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.

Required Skills and Qualifications:

  • 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 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 organisational and communications skills as well as team orientation.
  • Fluency in English required.
  • Custody knowledge required – for Custody teams only.

Benefits:

State Street offers a comprehensive benefits package, including generous medical care, insurance, and savings plans. Our wealth of development programs and educational support will help you reach your full potential while adding value to both our organisation and our clients.

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 organisation and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity, and personality.

State Street is an equal opportunity and affirmative action employer.

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