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Client Data Specialist

  • mazowieckie
  • Specjalista
  • 15.03.2019

    Pracodawca ma prawo zakończyć rekrutację we wcześniejszym terminie.

    Credit Suisse is a leading global wealth manager with strong investment banking capabilities. Headquartered in Zurich, Switzerland, we have a global reach with operations in about 50 countries and employ more than 45,000 people from over 150 different nations. Embodying entrepreneurial spirit, Credit Suisse delivers holistic financial solutions to our clients, including innovative products and specially tailored advice. Striving for quality and excellence in our work, we recognize and reward extraordinary performance among our employees, provide wide-ranging training and development opportunities, and benefit from a diverse range of perspectives to create value for our clients, shareholders and communities. We are Credit Suisse.
    Client Data Specialist # 118095


    Group Data Production Account team in Poland is responsible for sourcing and maintaining Client referential data across all lines of business. This predominantly includes production processes and controls associated with Client account and Internal Counterparty set-ups and ongoing maintenance. The team is also supporting all LE Program related client data maintenance.

    Core Job Responsibilities:

    • Processing Customer Account opening/maintenance requests from internal clients, in a timely and accurate manner.
    • Understand the business areas that the group supports and lead workflow based on Customer/Market priority and sensitivities.
    • Develop an understanding of the importance of the data integrity of the function and action all requests with a control based mindset.
    • Identify trends/common themes and work with the Line Manager to address those.
    • To conduct a review of various control reports and take action as necessary.
    • Ensure appropriate handover to other members of the team globally.
    • Address any ad-hoc queries from internal clients.
    • Build relationships with peers and partners in order to foster outstanding relationship between Group Data and other areas.
    • Participate in various tactical and strategic initiatives involving/impacting our systems/processes.
    • Identify ways of improving workflow design through changing business and user requirements.
    • Develop an understanding of high level process flow in other areas, who rely on reference data to achieve their deliverables.

    Open to discussing flexible/agile working.


    • Degree qualification - preferably in Banking or Finance, but not required.
    • English language - excellent command of English, both written and spoken.
    • Customer Service - able to ensure the highest level of service to our internal clients at all times.
    • Work under pressure - ability to perform in a high-pressure environment and stringent deadlines.
    • Proactivity and can-do attitude.
    • Flexibility and openness for change – able to work in a fast-paced environment and adapt to change easily.
    • Operational improvement capabilities.
    • Prioritization skills.
    • Attention to detail.
    • Solid problem solving and analytical skills.
    • Ability to work independently or collaborate with peers/clients as required.
    • Control mindset.
    • Proficiency in Microsoft Office including Outlook, Excel, Word and PowerPoint.
    • Familiarity with the Investment Banking subject will be an added advantage.

    We offer

    • Private medical care
    • Life insurance
    • Pension plan
    • Charity days
    • Training and development
    • Internal Mobility

    Other optional

    • Language training course
    • Mentoring
    • Family – nursery and kindergarten funding, gift vouchers for Christmas
    • Parking allowance
    • Health promotion: Multisport card, sporting events and groups within Credit Suisse (skiing trips, football team, running team, tennis training course etc.) 
    • Employee discounts on various products and services (event tickets, consumer products, etc.)
    • Relocation package
    • Employee Referral Program
    • Flexible work schedule and working from home (home office)

    Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success.

    If you apply for this role this means you agree with the following statement:


    “Through my application for a role with Credit Suisse (Poland) sp. z.o.o. (the Company) I hereby authorize the Company to process my personal data for the purposes of job recruitment. Furthermore I declare that I am aware of the voluntary submission of data and I am informed about the right to access the data and the right to correct it, pursuant to the Personal Data Protection Act of 29 August 1997 (Journal of Laws [Dz.U] No. 133, item 883)”. I authorize Company to process my personal data for future recruitment processes.


    Furthermore, I authorize Credit Suisse Group AG and its’ affiliates, Taleo (UK) Limited, cut-e AG Kleiner Burstah 12 and milch & zucker The Marketing & Software Company AG to process my personal data.


    Credit Suisse and affiliates registration details.-


    Credit Suisse (Poland) sp. z.o.o                                               Registered office - 1 Icchoka Lejba Pereca street, 00 - 849 Warsaw
    Credit Suisse Group AG                                                           Registered office - Paradeplatz 8, 8001 Zurich, Switzerland and its’ affiliates
    Taleo (UK) Limited                                                                  Registered office - 78-586 Chiswick High Road, London W4 5RP, United Kingdom,
    Cut-e AG Kleiner Burstah 12                                                   Registered office - 20457 Hamburg, Germany and
    Milch & Zucker The Marketing & Software Company AG     Registered office -  Küchlerstraße 1, 61231 Bad Nauheim”