Intvestor Services Team Supervisor (IFDS), Senior Associate
State Street Corporation
Krakow, Poland
31 d. temu

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
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