Client ServiceSpecialist,Assc2-1
State Street Corporation
Gdansk
73 d. temu

pRINCIPAL TASKS

  • Takes leading role with Team Supervisor in liaising with other sites on all aspects of service.
  • Reviews tasks / reports and completes the reviewers’ checklist.
  • Provides inquiry and operational support to internal and external clients on complex, high risk asset servicing functions.
  • REPORTING AND RECONCILIATION

  • Preparation and review of the reporting for client purpose e.g. KPI or Boardpacks.
  • Track and conduct research to resolve issues and respond to inquiries from external clients or internal departments and maintain accurate records of follow-
  • up actions and client contact.

  • Continually evaluate current processes to strive for increased efficiency.
  • Updating various logs and spreadsheets and control checklists on a regular basis.
  • Produce monthly and annual reporting requirements and seek validation.
  • Produce meeting agenda’s materials and minutes and seek validation .
  • Produce Ad Hoc clients reporting requests and seek validation.
  • COMMUNICATION & RELATIONSHIPS

  • Establish and maintain good working relationships with relevant colleagues in service support departments and contacts in Donor Sites.
  • Proactively identifies service issues with client facing impact and brings them to the attention of appropriate parties for resolution.
  • Initiates communication to clients on complex asset servicing matters.
  • Provide timely and professional responses to all enquiries.
  • Keep Team Supervisor informed as to the daily work or projects progress and status of requests.
  • Coordinate with the Team Managers and internal departments to meet client needs.
  • Maintain standards of personal and professional performance / behavior.
  • Organisation

  • Strong customer service, communication, organizational and problem solving skills.
  • Maintain systematic filing practices.
  • Adhere to clean desk policy and thorough record keeping.
  • Basic goals and requirements for job position are set in Performance Planning and Review System (PPR System)

    Internal State Street Poland procedures & regulations

    FSA Regulations required for UK teams

    Accounting Standards

    Performance Planning and Review System (PPR)

    Specific Qualifications / Skills :

  • Able to operate under pressurized situations with time sensitive deadlines.
  • Attention to details.
  • Comfortable leading and motivating others.
  • Excellent analytical and problem solving skills.
  • Flexibility in working outside of your responsibilities to assist the team.
  • Strong knowledge of asset servicing and strong understanding of domestic and international markets
  • Excellent written and verbal communication skills
  • Ability to deal with global operating parties in an efficient manner, considering cultural differences.
  • Numeracy / Literacy skills.
  • PC literate and competent in use of spreadsheets and word processing. Good technical skills in using MS Office.
  • Strong organizational and communications skills as well as team orientation.
  • Fluency in English required.
  • French skills (writing + speaking) for French Teams only
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