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Intvestor Services Team Supervisor (IFDS), Senior Associate

  • Kraków, małopolskie pokaż mapę
  • Specjalista
  • 03.01.2019

    Pracodawca ma prawo zakończyć rekrutację we wcześniejszym terminie.


    Intvestor Services Team Supervisor (IFDS),
    Senior Associate

    Location: Krakow
    JOB ID: R-583876

    Position Description
    The Investor Services team answers all queries received via phone, email, facsimile and post from external sources -shareholders, brokers, financial intermediaries, - i.e. Client Service Team, Service Delivery Team and internally from IFDS cross location functional teams supporting this business.

    Primary Responsibilities

    • Demonstrate the ability to provide leadership and direction in a group environment.
    • The candidate should demonstrate a high degree of self-reliance and self-motivation and should be able to take own initiatives to solve problems.
    • The candidate should be able to work independently and perform assigned tasks accurately, take initiatives, make recommendation on dedicated topics in order to maintain or enhance services.
    • Demonstrate logical, analytical, critical and process thinking to identify, analyze and evaluate complex problems / issues.
    • Daily interaction with clients (fund managers) and internal departments to resolve open queries.
    • Display good organizational skills in order to meet SLA deadlines and keeps well documented records. Ensures that checklists, job aids and working procedures are up to date and followed.
    • Adhere to existing procedures and controls in place.
    • Maintaining a good communication with the donor site on all tasks.
    • Acting as a mentor to junior staff and provide coaching under the supervision of the Manger.
    • Self-motivated and organized.
    • Excellent attention to detail.

    Required Qualifications

    • At least three years relevant working experience in Transfer Agency or Financial Services involving staff supervision and operation management.
    • University degree in accounting, banking, finance or business administration will be considered as a plus.
    • Fluent in English with strong language skills a clear preference.
    • Additional languages (e.g. German, French, Italian and/or Spanish) are assets.
    • Advanced computing skills (MS Office: Excel, Word, PowerPoint, Access and Outlook…)
    • Strong client focus.
    • Strong communication skills - adapting style to audience and including senior levels both internally and externally.

    We offer:

    • Employee savings plan
    • Premium life insurance package
    • VIP medical package
    • International operating environment
    • Language classes
    • Soft skills trainings
    • Technical workshops
    • Development sessions with a mentor
    • Diversity of opportunities across a range of challenging and highly complex activities
    • Technical or leadership career pathway


    Location: Krakow
    JOB ID: R-583876

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