Alpha Service Team Manager

State Street

Alpha Service Team Manager overseeing client queries and team management in Portfolio Services. Ensuring effective communication and operational excellence in financial services contexts.

Posted 7/1/2026full-timeKrakow • 🇵🇱 PolandMid-LevelSenior💰 PLN 132,000 per yearWebsite

About the role

Key responsibilities & impact

Ensure client queries relating to the recordkeeping system and specifically cash and position reconciliations are tracked, with proactive management to ensure timely response and resolution.
Investigate and resolve operational problems (e.g. Asset Servicing, Trade Operations, Client Reporting).
Working as a subject matter expert on Portfolio Services functions.
Supporting onboarding new Clients, therefore CRD and Middle Office processes knowledge is required.
Act as a force of proposition and proactive communication for the client regarding the delivery of the portfolio data and the controls performed to increase their understanding and satisfaction.
Communicate effectively on issues / problems to the Client and to SSC management and ensure proper and timely follow-ups to ensure resolution.
Provide guidance, support, act as resource and assist team members from multiple operational areas.
Driving review of Operating Models, Service Level Agreements, and Key Performance Indicators.
Ensuring cross-training and procedure updates to ensure enough coverage to cover daily business.
Motivating and developing team members, working on succession plans, cover managers´ admin responsibilities (i.e. holiday management, work time reporting).
Ensuring equal and appropriate workload distribution, analyzing Perfect View reports and implementing changes.
Assisting in gathering and preparing project information by attending and facilitating client and internal meetings.
Acting as the escalation contact for Client Middle Office Teams on more complex queries/issues/ breaks requiring end-to-end portfolio services support.
Assisting in the analysis of current/proposed processes and recommend solutions and process improvements.

Requirements

What you’ll need

Degree in Finance, Accountancy, or Business-related degree
5+ years of financial services industry experience: experience in Custody and/or Fund Administration functions is an asset
Experience in CRD and Middle Office processes is required
Good working knowledge of Excel
Good English skills (both in written and verbal communication)
Experience in client service considered a plus.

Benefits

Comp & perks

Permanent contract 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
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
Additional benefits available depending on the seniority of the role

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Financial AnalysisCash ReconciliationPosition ReconciliationExcel ProficiencyProcess Improvement

Soft Skills

Team MotivationEffective CommunicationProactive Problem SolvingGuidance and Support