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State Street Bank
Client Onboarding Specialist, Senior Associate
State Street Bank
location iconLocations: Gdańsk, Kraków
level iconLevel: specialist
Client Onboarding Specialist, Senior Associate
Location: Gdańsk, Kraków

Who we are looking for

State Street Global Exchange combines unique capabilities in data and analytics to better serve our clients and build relationships with new customers. Through information and insights, investment analytics and data solutions, our goal is to help our Clients to generate the most value.

State Street Global Exchange Analytics’ truView platform is a web-based application providing a full suite of analytics that give clients insight into the risks and performance of their investment portfolios. Supporting all asset classes the platform produces analytics such as: stress testing, value at risk (VaR), position specific analytics for derivatives (delta, gamma, vega etc.) and fixed income characteristics such as duration and convexity.

We are looking for a specialist to join our newly created Client Onboarding team. The successful candidate be responsible for onboarding new clients and products into truView platform.

This role can be performed in a hybrid model from Krakow or Gdansk office.

What you will be responsible for

  • Onboarding new clients and products

  • Developing a streamlined and consistent operating model

  • Ensure an efficient, accurate and error resistant setup prior to go-live

  • Develop and execute user acceptance tests

  • Work co-operatively with other risk groups in different locations and time zones

  • Assist in specifying new functionality to further streamline operational processes

  • Work with Client Service, Business Development, Relationship Managers, Legal Team, Sales and Clients on contracting items, billing, revenue tracking set up

  • Work with local management on strategic initiatives and planning for business unit

  • Other project-based tasks as assigned

Education & Preferred Qualifications

  • Ability to manage projects within a designated time frame to a target end result

  • Good understanding on risk techniques and valuation methods (Value At Risk, Stress Testing, Exposures, Greeks, BackTesting)

  • Typically 3+ years of experience in Financial Services

What we value

  • Strong understanding of financial markets and risk management techniques

  • Strong analytical ability and problem solving skills

  • Highly motivated, multi-task capable and willingness to learn and develop within role .

We offer

  • Permanent contract from day one

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

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

  • Premium life insurance package and private pension plan

  • 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 programms

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.


  • iconCustomer Service, Banking
  • iconEnglish
  • iconGdańsk, Kraków, pomorskie, małopolskie

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