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Expense Clerk

  • Warszawa, mazowieckie pokaż mapę
  • Specjalista
  • 29.06.2018

    Pracodawca ma prawo zakończyć rekrutację we wcześniejszym terminie.

    Credit Suisse is a leading global wealth manager with strong investment banking and asset management capabilities. Founded in 1856, Credit Suisse has expanded to be a global force employing over 45,000 people in 50 countries. With new leadership, a new strategy and a streamlined global organization, we are set for growth. We partner across businesses, divisions and regions to create innovative solutions to meet the needs of our clients—and to help our employees grow.

    With a presence in Poland since 2007, Credit Suisse is committed to growing the businesses here. The Poland offices are of central importance to Credit Suisse’s approach to leveraging global talent base.

    We offer the chance to work for a renowned, international organization in a collaborative agile environment. We will invest in your development with ongoing opportunities for training, networking and international mobility. Join us and let's shape the future of Credit Suisse together.
    Expense Clerk # 110343
    Workplace: Warszawa


    The CAO team (Chief Administrative Office) for EMEA IBCM (Investment Banking Capital Markets) support the heads of IBCM Europe and the COO of IBCM Europe with the day-to-day running of the Division.  The Expense Clerks form part of the CAO team.  In the line of their work, banking staff create a large number of expenses. It is the role of the Expense Clerk to ensure that these expenses are refunded to the bankers, in a timely manner and in accordance to policy.


    Primary responsibilities for an expense clerk is processing of expense claims and answering of expense claim queries.


    The role requires excellent communication skills as it will involve interaction with all levels of staff alongside solid attention to detail to ensure expense claims are completed in a correct and timely manner.


    Expense claim processing

    • Processing of expense claims via the in-house system
    • Ensuring expenses are processed in accordance with the global expense policy
    • Allocation of expenses to the correct client code
    • Advising on expense policy and procedure
    • Following up on any queries to do with the expense claim
    • Interaction with secretarial staff to Managing Director levels

    Open to discussing flexible/agile working.


    • Higher level of education
    • Excellent written and verbal English and numerical skills
    • One year experience in relevant field of: customer service, accounting or financial operations
    • Very good knowledge of MS Office
    • Ability to follow instructions and workflow procedures
    • Willingness to work as a team, to share knowledge and strive for continual improvement in addition to sharing workload during peak times
    • Exceptional attention to detail and ability to work under pressure

    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”