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Client Service Support Senior Specialist Associate 2

State Street
Gdańsk, Polandfull_timeVerifiedPosted 5 Aug 2025

About the role

<p><b>Purpose Of Role:</b></p><p>To support the Client Service Operations Team Supervisor.</p><p>Under supervision of the Team Manager, Client Service Support Senior Specialist provides direct client service support to internal clients, investment managers and central support teams to ensure timely and error-free processing and facilitate the resolution of problems related to complex events.</p><p></p><p><b>Specific Duties:</b></p><p></p><p><b><span>PRINCIPAL TASKS</span></b></p><ul><li><p>Take leading role with Team Supervisor in liaising with other sites in all aspects of service.</p></li><li><p>Review tasks/reports and completes the reviewers’ checklist.</p></li><li><p>Provide inquiry and operational support to internal and external clients on complex, high-risk asset-servicing functions.</p></li></ul><p></p><p><b>REPORTING AND RECONCILIATION</b></p><ul><li><p>Prepare and review of the reporting for client purpose e.g. KPI, Board packs, Activity Sheets, payment requests, expense calculations and review</p></li><li><p>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.</p></li><li><p>Work on safekeeping of assets, monitoring and collecting income, recordkeeping, and reconciliation.</p></li><li><p>Provide inquiry and operational support to internal and external clients on complex, high-risk asset-servicing functions.</p></li><li><p>Continually evaluate current processes to strive for increased efficiency.</p></li><li><p>Update various logs, spreadsheets, and control checklists on a regular basis.</p></li><li><p>Produce monthly and annual reporting requirements and seek validation.</p></li><li><p>Produce meeting agenda’s materials and minutes and seek validation<b>.</b></p></li><li><p>Produce ad hoc client reporting requests and seek validation.</p></li></ul><p></p><p><b>COMMUNICATION &amp; RELATIONSHIPS</b></p><ul><li><p>Establish and maintain good working relationships with relevant colleagues in service support departments and contacts in the Donor Sites.</p></li><li><p>Proactively identify service issues with client-facing impact and bring them to the attention of the appropriate parties for the resolution.</p></li><li><p>Initiate communication to clients on complex asset-servicing matters.</p></li><li><p>Provide timely and professional responses to all enquiries.</p></li><li><p>Keep Team Supervisor informed as to the daily work or projects progress and status of requests.</p></li><li><p>Ensure departmental procedures are in place and controls are implemented.</p></li><li><p>Coordinate with the Team Managers and internal departments to meet the client needs.</p></li><li><p>Participate in transitions, implementation of new tools, special projects.</p></li><li><p>Provide training to less experienced employees in the course of day-to-day work, provide guidance and adequate source of help for queries.</p></li><li><p>Actively participate in the development of newly hired employees. Support and guide them during the onboarding process.</p></li><li><p>Maintain standards of personal and professional <span>performance/behavior.</span></p></li></ul><p></p><p><b><span>Organisation</span></b></p><ul><li><p>Strong customer service, communication, organizational and problem-solving skills.</p></li><li><p>Maintain systematic filing practices.</p></li><li><p>Adhere to clean desk policy and thorough record keeping.</p></li><li><p>Build and maintain strong client and Inter-departmental relationships.</p></li></ul><p></p><p><b>Basic goals and requirements for job position are set in Performance Management System</b></p><p><b>Work Parameters Or Boundaries:</b></p><ul><li><p>Internal State Street Poland procedures &amp; regulations.</p></li><li><p>Accounting Standards.</p></li><li><p>Performance Management System.</p></li></ul><p>  </p><p><b>PERSON SPECIFICATION</b></p><p><span>          </span></p><p><b>Specific Qualifications / Skills:</b></p><ul><li><p>Able to operate under pressure with time-sensitive deadlines.</p></li><li><p>Attention to details.</p></li><li><p>Comfortable leading and motivating others.</p></li><li><p>Excellent analytical and problem-solving skills.</p></li><li><p>Flexibility in working outside of own responsibilities to assist the team.</p></li><li><p>Strong knowledge of asset-servicing and strong understanding of domestic and international markets.</p></li><li><p>Excellent written and verbal communication skills.</p></li><li><p>Ability to deal with global operating parties in an efficient manner, considering cultural differences.</p></li><li><p>Numeracy/literacy skills.</p></li><li><p>PC literate and competent in use of spreadsheets and word processing. Good technical skills in using MS Office.</p></li><li><p>Strong organizational and communications skills as well as team orientation.</p></li><li><p>Fluency in English required.</p></li><li><p>Custody knowledge requir

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State Street

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