IFDS Client Service Junior Associate 1

  • Location: Kraków, Malopolskie, Poland
  • Salary: Competitive
  • Job Type: Full time

IFDS Client Service Junior Associate 1

GROW YOUR CAREER IN STATE STREET

From technology and product innovation to corporate responsibility and community development, we're making our mark on the financial services industry. We're a global company with diverse people and experiences, and a network of over 35,000 employees spanning more than 100 markets. For us, success comes from the impact our employees have - on our clients, our communities and each other.

We're committed to providing an inclusive environment where all employees feel valued and supported. Join us and make your mark at State Street.

Investor Services Reporting Associate 1

The Investor Services Reporting Associate is responsible for running daily, weekly, monthly and other regular or ad hoc reports for internal departments or the client.
The Investor Services Reporting Associate is responsible for the production of reports on Key Performance Indicators (KPIs) and Management Information (MI) reporting.
The Reporting team interacts daily with the client and internal parties to resolve all reporting related queries.
The Investor Services Reporting Associate prepares and collates Transfer Agency data information to comply with internal & external audit requests.
The Investor Services Reporting Associate plays a supporting role to the Team Leader and Managers.
The Investor Services Reporting Associate will work independently and will also work on improving established guidelines and practices by consulting with the Team Leader and Manager where clarification or exception may be required.
Investor Services Associate 1

The Investor Services Associate is the focal point for the day-to-day client services of the Investor Services Team.
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.
The Investor Services team performs customer service support to the organization by obtaining, analyzing and verifying the accuracy of instruction information in a timely manner and in accordance with agreed Client Service Agreement delivery timeframes.
The Investor Services Associate will work independently and will also work on improving established guidelines and practices by consulting with the Team Leader and Manager where clarification or exception may be required.
The investor Services Associate will investigate and co-ordinate all written customer complaints in line with the relevant internal procedures.
The Investor Services Associate will provide support, escalation route when necessary to manage and resolve all queries received from external and internal parties.
The Investor Services Associate plays a supporting role to Customer Services Team Leader and Managers and drives operational excellence by implementing and embedding a continuous improvement culture.

Level of Education: Educated to degree level preferred but not essential

Previous Level of Experience: Experience in the financial industry is preferred but not essential.

Skills:
  • Candidate should have the ability to adapt quickly to new systems and processes affecting their role.
  • Good team player who is flexible to change and the needs of the business.
  • Strong written and verbal communication skills.
  • Must be detail oriented and analytical.
  • Should be capable of working in a deadline/volume driven environment whilst maintaining accuracy and focus.
  • Able to prioritize and focus on the most urgent and important task. Should exhibit skill in planning and monitoring workload including self-management in order to achieve goals within expected timescales