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State Street Bank
Alpha Client Service Senor Expert, hybrid, Officer
State Street Bank
location iconLocations: Kraków
level iconLevel: specialist
time iconWorking hours: Full time
Alpha Client Service Senor Expert, hybrid, Officer
Location: Kraków

Who we are looking for

A professional who will join team responsible for outsourced provision of end to end client service - compare records of the client`s Front Office System to records kept at State Street, flag and resolve differences, raise inquiries with internal teams. Additionally, direct support of Front Office - addressing queries, analysis of the client´s portfolio. have a proactive mindset to inform other business units of potential issues further downstream.

Why this role is important to us

State Street Investment Manager Services (IMS) is responsible for outsource service provision through leading edge technology and services for its clients. State Street company has demonstrated excellent success in recent times with major client wins covering in excess of 10 locations worldwide, including UK, Europe, India and USA, for the outsource arrangements of Fund Accounting and Investment Operations. State Street company is increasing its talent to support the planning, development and roll-out of the Enterprise project within the Investment Operations arena and require keen and experienced investment operations business professionals to play a key role in the delivery of a successful solution.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Your new role

As a Alpha Client Service Senior Expert you will:

  • Manage day to day deliverables, perform checks, investigate discrepancies and ensure timely resolution of identified issuer and queries sent

  • Work as a subject matter expert on Portfolio Services functions

  • Assist in gathering and preparing project information by attending and facilitating client and internal meetings

  • Display a culture of individual ownership of tasks to embed a clear individual sense of accountability in performing the role, engage teams as needed to gain consensus

  • Develop and maintain relationships with clients, and internal/external stakeholders to help aid successful delivery of service

  • Drive the review of Operating Models, Service Level Agreements and Key Performance Indicators

  • Acting as the escalation contact for Client Middle Office Teams on more complex queries/issues/ breaks requiring end to end portfolio services support

  • Assist in the analysis of current/proposed processes and recommend solutions and improved processes

  • Maintain effective communications with colleagues and management, actively work with other team members (also from different locations) to build team spirit to be able to grow as a global group

  • Adhere to internal procedures and best practices at all times, and ensure all activities are compliant with corporate standards

What we value

These skills will help you succeed in this role:

  • Strong critical thinking, problem solving, and decision making skills

  • Project management experience is a plus

  • Good time management, organizational and team working skills

  • Flexibility in working outside of your responsibilities and areas of expertise

  • Strong communication skills to audiences of different levels of seniority

  • Must be self-motivated, adaptable and show initiative in different circumstances and under pressure

Education & Preferred Qualifications

  • Degree in Finance, Accountancy or Business-related degree

  • Experience in finance industry

  • Preferred experience: asset management, middle office or fund administration

  • Good working knowledge of Excel

  • Advanced English: written and verbal communication skills

  • Experience in client service considered as a plus

What we offer

  • Permanent contract of employment from day one

  • Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)

  • VIP medical package for employees and their families (partner and children)

  • Premium life insurance package and private pension plan

  • Employee savings plan

  • Multisport Card

  • Wide range of soft skills training, technical workshops, language classes and development programs

  • Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice

  • Variety of well-being programs

  • Technical or leadership career pathway

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.

This job is no longer available

Recruitment process for this position has ended.


  • iconFinance & Accounting, Customer Service, Banking
  • iconEnglish
  • iconKraków, małopolskie

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