State Street

Senior Client Service Expert

State Street

full-time

Posted on:

Location Type: Hybrid

Location: Gdansk • 🇵🇱 Poland

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Job Level

Senior

About the role

  • Acting as a point of contact with external clients, sub-custodians and internal departments for market related activities and inquiries
  • Maintaining required accounts, including mergers, conversion in/out, name changes, renewals, etc.
  • Providing updates and answers to inquiries in a timely and professional manner
  • Cooperating with direct manager what includes taking responsibility of personal development, self-evaluation, participating in meetings etc.
  • Resolving issues highlighted by more senior team members or team supervisor and ensuring they are kept informed of progress
  • Any other task assigned by the Manager
  • Taking care of processing requests for markets and requests where physical/scanned documentation might be required
  • Updating internal databases

Requirements

  • At least 3 years of relevant experience in the financial industry, preferably within on-boarding and/or client services
  • Good command of written and verbal English language
  • Strong computer competence (Microsoft applications, Excel, Word)
  • Bachelor’s and/or Master’s degree with a focus on business and financial areas would be an advantage
  • Ability to deal with global operating parties, including direct contact with internal and external parties in an efficient manner, considering cultural differences
  • Experience with working with legal documentation is considered an asset but is not required
Benefits
  • Permanent contract of employment from day one
  • Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
  • Gold medical package for employees and their families (partner and children)
  • Premium life insurance package and private pension plan
  • Employee savings plan
  • My Cafeteria Benefits platform including Multisport Card
  • Wide range of soft skills training, technical workshops, language classes and development programs
  • Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
  • Variety of well-being programs
  • Technical or leadership career pathway

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial industry experienceclient serviceson-boardinglegal documentation
Soft skills
communicationproblem-solvingresponsibilityself-evaluationcultural awareness
Certifications
Bachelor's degreeMaster's degree