Specjalista ds. Obsugi Klienta, Gdansk, Polska - Hybrydowy

Cel pozycji:
Pozycja Specjalisty ds. Obsugi Klienta jest kluczowa przy obsudze klientw i ich funduszy oraz rozwijania dobrych relacji z klientami zewntrznymi jak i wewntrznymi.
Specjalista ds. Obsugi Klienta pod nadzorem przeoonego - jest odpowiedzialny za otwieranie i utrzymywanie w naleytym stanie kont klienta w pastwach, gdzie docelowe inwestycje funduszy maj miejsce

Obowizki:
Obowizki osoby kontaktowej dla klientw, sub-depozytariuszy oraz wewntrznych jednostek State Street dla zapyta dotyczcych rynkw, w szczeglnoci wymaganej dokumentacji.
Monitorowanie zmian na rynkach na podstawie oglosze w tzw. Global Bulletins w celu powzicia odpowiednich dziaa do utrzymania kont klientw w zgodzie z lokalnymi regulacjami.
Asystowanie klientw przy uruchamianiu nowych funduszy oraz otwieraniu rynkw, (link removed). poprzez przygotowywanie odpowiednich dokumentw tam, gdzie jest to wymagane.
Utrzymywanie i gdzie zaistnieje potrzeba zamykanie kont klientw, np. w przypadku pocze funduszy, konwersji do i z State Street, zmiany nazw funduszy, odnowie kont, itp.
Dostarczanie bezzwocznych odpowiedzi na otrzymane zapytania.
Wsppraca z bezporednim przeoonym, co zawiera rwnie odpowiedzialno za swj plan rozwojowy, okresowa ocen wynikw pracy oraz uczestnictwo w rnego rodzaju spotkaniach.
Praca nad zagadnieniami wskazanymi przez pracownikw starszych rang i upewnianie si, e s oni informowani o postpach.
Inne obowizki przypisane przez przeoonego

Parametry pracy:
State Street Employee Handbook
Procedury Operacyjne BOaT
Wewntrzne materiay pomocniczne BOaT
Procedury i zasady obowizujce w State Street

Kwalifikacje i umiejtnoci:

Orientacja na potrzeby klienta
Dobre umijetnosci komunikacyjn
Samodzielno w wykonywaniu obowizkw
Dobra organizacja pracy
Umiejtnos pracy pod presj
Znajomo pakietu MS Office
Bardzo dobra znajomo jzyka angielskiego w mowie i pimie

Edukacja:
Absolwenci lub studenci uczelni wyszych (preferowane kierunki to Finanse, Ksigowo lub inne powizane z Ekonomi)

Dowiadczenie:
Dowiadczenie zawodowe nie jest wymagane



Who we are looking for
:
This position is integral to the successful completion of client on-boarding set-ups as well as fostering key relationships with our internal customer base.
Under the supervision of the Client Service Manager-CDM Poland Business Onboarding ad Transitions (BOaT), Client Service Specialist is responsible for opening and maintenance of custody accounts in the countries of investments of the funds.



Why this role is important to us:


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 for
:
As Client Service Specialist you will be responsible for :
Acting as a point of contact with clients, sub-custodians and internal departments for market related activities and inquiries, including tax and proxy documentation.
Monitoring market changes in order to take any necessary actions needed to keep our clients accounts compliant with regulations.
Assisting clients with new fund launches and account opening requests, what includes preparation of the account opening packages for the documentary markets.
Maintaining and closing accounts where required, what includes mergers, conversion in/out, name changes, renewals, etc.
Providing prompt responses and processing time on all received inquiries.
Cooperating with direct manager what includes taking responsibility of personal development, self-evaluation, participating in meetings etc.
Resolving issues highlighted by Senior Client Service Specialist or team supervisor and ensuring they are kept informed of progress.
Any other task assigned by Client Service Manager


What we value
:
These skills will help you succeed in this role:
Customer-oriented mindset
Good communication skills
Ability to work on own initiative with proactive approach
Strategic and analytical skills
Methodical and well organized
Ability to work under pressure in deadlines driven environment
Good knowledge of MS Office
Good command of written and verbal English language


Education & Preferred Qualifications:

University Students or Graduates (preferably Finance, Accountancy or Business related degree)
Previous experience is not required


We Offer
:

Premium life insurance package
Employee savings plan, Hybrid working model (involves few days WFH and few days work from Office, in a week)
Gold medical package
International operating environment
Language classes
Soft skills training's
Technical workshops
Development sessions with a mentor
Diversity of opportunities across a range of challenging and highly complex activities;
Technical or leadership career pathway



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 were making our mark on the financial services industry. For more than two centuries, weve 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. Youll 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.
Discover more at (link removed)/careers