Oferta pracy

Alpha Client Portfolio Expert

State Street

  • Greater Poland

    Greater Poland
  • offer expired over a month ago
  • contract of employment
  • full-time
  • expert
  • home office work
  • remote recruitment
  • запрошуємо працівників з України
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Запрошуємо працівників з України
Роботодавець відкритий для працевлаштування громадян України

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About the project

Who are we looking for?

An open-minded person who would like to contribute to expansion of Alpha asset management operations delivered by State Street Bank International. Someone, who value great work atmosphere, being close to the managers, achieving goals and resolving problems as a group within one big global Alpha team.

Your new team

The team works within State Street Investment Management Services business unit and support Front Office Data Control (FODC) - a service offered to the clients. The team members work on a daily basis with multiple internal teams and the client front office provider.

Why is this role important to us?

State Street's Investment Management Solutions (IMS) is a business unit responsible for outsource service provision through leading edge technology and services for its clients. It has demonstrated excellent success in recent times with major client wins covering in excess of 10 locations worldwide, including UK, Europe, India and USA, for the outsource arrangements of Fund Accounting and Investment Operations. We are increasing our number of talented professional to support the planning, development and roll-out of the Enterprise projects within the Investment Operations field.

We are keen to welcome onboard investment operations business professionals who want to play a key role in the delivery of successful solutions.

This role can be performed in a remote model, where you can work from any location in Poland. You can visit our office in Krakow to spend some time with your team during any preferred working day.

We offer various flexible arrangements tailored to employee's needs and preferences.

Your responsibilities

  • Perform daily checks on file deliverables to the clients, investigate discrepancies and ensure daily resolution of identified queries;

  • Take ownership of issues to resolution, engage teams as needed to gain consensus​;

  • Monitor daily processes and internal/external communication, flagging any issues during group discussions or to the manager;

  • Develop and maintain relationships with client´s representatives, and internal/external stakeholders to help aid successful delivery of service;

  • Work together with global teams members to discuss strategic initiatives and close out issues;

  • Maintaining effective communication with colleagues and the managers;

  • Ensure adherence to internal procedures and best practices at all times;

  • Offer guidance and support to the less experienced members of the team;

  • Actively work with other team members to build team spirit to be able to grow as a group.

Our requirements

  • Critical thinking, problem solving, and decision-making skills

  • Good client service skills; ability to interact and communicate with various level business partners

  • Good time management, organizational and team working skills

  • Adaptability, high level of self-motivation and ability to show initiative is an asset

  • Proactive mindset and "can do" attitude is a plus

  • Willingness to learn and discover the industry

  • Experience in a Fund Accounting/Fund Administration/Middle Office or Finance-related areas is an asset

  • Customer service experience from a different area than above-listed is also considered as a plus

  • Working knowledge of MS Excel

  • Good communication skills in English

What we offer

  • 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

  • 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

  • Benefits

  • private medical care

  • sharing the costs of foreign language classes

  • sharing the costs of professional training & courses

  • life insurance

  • flexible working time

  • retirement pension plan

  • extra leave

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 by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to flexible Work Programs 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 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 organization and our clients. We warmly welcome 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 programs 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 StateStreet.com/careers

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