Client Service Support Specialist, Associate 1
Who we are looking for:
People who are willing and ready to face various financial market challenges. Someone who is eager to learn about global markets every day, taking ownership and building relationships with clients. Financial services knowledge, preferably with accounting and custody exposure would be an advantage. Previous experience in client services or investment banking is the preferable background we are looking for.
Why is this job important
The team you will be joining plays an important role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we need teams like yours to help navigate employees and the organization as a whole. In your role you will strive for cutting-edge solutions, that are straightforward and scalable. You will help us build resilience and execute day to day deliverable at our best.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible:
As a client service support specialist you will:
- Establish and maintain an effective collaboration with the offshore Client Service and Business Partners Site.
- Provide inquiry and operational support to internal and external clients on complex, high-risk asset-servicing functions.
- Prepare reporting for client purpose e.g. KPI, Board Packs, Activity Sheets, payment requests, expense calculations and review.
- Perform operational tasks, including transaction and data reconciliation, and client reporting.
- Track and conduct research using internal and external sources to respond to and resolve complex inquiries and issues.
- Liaise with operations teams to solve processing problems. Identify the need for issue escalation.
- Maintain accurate records of research, follow-ups and client interaction.
- Proactively identify service issues with client-facing impact and bring them to the attention of the appropriate parties for the resolution.
- Initiate communication to the clients on complex asset-servicing matters.
- Provide timely and professional responses to all inquiries.
- Keep Team Supervisor informed as to the daily work progress and status of the requests.
- Keep Team Supervisor updated with regard to project progress.
- Establish and maintain good working relationships with relevant colleagues in service support departments and contacts in the Donor Sites.
- Maintain standards of personal and professional performance/behavior.
- Demonstrate good time organizational skills in order to meet deadlines relating to projects and daily work.
- Adhere to clean desk policy and thorough record keeping.
What we value
These skills will help you succeed in this role:
- Strong knowledge of asset-servicing and global custody operational processes and systems.
- 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 use of spreadsheets and word processing. Good technical skills in using MS Office.
- Very good English required.
- Analytical mindset – competent in problem solving.
- Strong organizational and communications skills as well as team orientation.
- Ability to operate under pressure with time-sensitive deadlines.
Education & Preferred Qualifications
- Higher education (or student) with an economic or other profile with experience in general accounting, or accounting and administration of investment funds.
- Previous experience in fund administration preferred but not essential.
- Flexible working hours (restricted to the current business need)
- No intra-day deadlines
- Interesting, non-repetitive process
- Hybrid working model (involves few days WFH and few days work from Office in a week)
- Employee savings plan
- Premium life insurance package
- VIP medical package
- International operating environment
- Language classes
- Soft skills training
- Technical workshops
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
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State Street to światowy lider wśród dostawców usług finansowych i jeden z największych banków powierniczych z centralą w Bostonie. Działa na 100 rynkach finansowych i zatrudnia ponad 39 000 pracowników. W Polsce jest od 2007 roku, a jego biura znajdują...