Oferta pracy

Client Servicing Senior Representative, Officer

State StreetAbout the company

  • Podgórska 36, Kraków
    Kraków, Lesser Poland
  • Valid for 5 days
    until: 18 Jun 2021
  • Remote recruitment
  • contract of employment
  • full-time
  • senior specialist (Senior), expert

State Street

Podgórska 36


Technologies we use


  • English

  • German

About the project

Your new team

The Third Party Relationship Management team connects the dots for Investment Managers with their external Brokers, Custodians, Investment Companies and the internal State Street teams supporting Middle Office functions to provide a top-quality client experience and service delivery.

Who we are looking for

An individual with investment services industry experience and solid financial instruments comprehension. Fluent command of English and intermediate level of German language is required.

Your responsibilities

  • Establish and maintain good business relationships with our clients and assist with their inquiries in a professional manner

  • Establish and maintain an effective collaboration with the joint venture offshore teams as well as onshore oversight teams

  • Coordinate client requirements as an interface between client relationship management, middle office and back office/operations to ensure appropriate and effective delivery

  • Address findings and errors in order to prevent occurrences and create written procedures where needed

  • Escalation contact for the client, several local and foreign banks, investment companies, brokers as well as internal departments globally

  • Assist with creation of Score Cards and Rankings by sourcing, analyzing and processing of data

  • Independent research and resolution of complex issues that may arise; liaising with various counterparts on behalf of the client

  • Support project work to conceptualize and implement new team related processes or optimize existing processes

Our requirements

  • University/College degree in Finance, Economics or related areas of study

  • Operational experience in the financial servicing sector with understanding of various financial instruments, especially settlement and derivatives

  • 3-4 years of industry experience is required

  • Good technical skills in using MS Office, knowledge of VBA and Tableau would be of benefit

  • Fluency in English and fluency/medium level in German is required (other European language is an asset)

  • Strong organizational and communications skills as well as team orientation

  • Ability to deal with external as well as global operating parties in an efficient manner, considering cultural differences

  • Self-motivated with the strength to take control and ownership of a situation

  • Able to operate under pressurized situations with time sensitive deadlines

What we offer

  • Employee savings plan

  • Premium life insurance package

  • VIP medical package

  • Multisport Plus card

  • Language classes

  • Soft skills trainings and technical workshops

  • Development sessions with a mentor

  • Diversity of opportunities across a range of challenging and highly complex activities

  • Technical or leadership career pathway

  • Benefits

  • private medical care

  • life insurance

State Street

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 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 in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll 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

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This is how we work
This is how we work

State Street was named one of the “Forbes Poland’s Best Employers of 2021".