Client Service Support Specialist – Associate 1

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Purpose Of Role

Under supervision of the Team Manager, the Client Service 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.

Specific Duties

PRINCIPAL TASKS

• Establish and maintain an effective collaboration with the offshore Client Service and Business Partners Site.
• Provide inquiry and operational support to internal and external clients on complex, high‑risk asset‑servicing functions.

Reporting and Reconciliation

• Prepare reporting for client purposes e.g. KPI, Board Packs, Activity Sheets, payment requests, expense calculations and review.
• Perform operational tasks, including transaction and data reconciliation, and client reporting.
• Track and conduct research using internal and external sources to respond to and resolve complex inquiries and issues.
• Liaise with operations teams to solve processing problems and identify the need for issue escalation.

Communication & Relationships

• Maintain accurate records of research, follow‑ups and client interaction.
• Proactively identify service issues with client‑facing impact and bring them to the attention of the appropriate parties for resolution.
• Initiate communication to the clients on complex asset‑servicing matters.
• Provide timely and professional responses to all enquiries.
• Keep Team Supervisor informed of daily work progress and status of the requests.
• Keep Team Supervisor updated with regard to project progress.
• Establish and maintain good working relationships with relevant colleagues in service support departments and contacts in the Donor Sites.
• Maintain standards of personal and professional performance/behaviour.

Organisation

• Demonstrate good time‑management skills in order to meet deadlines relating to projects and daily work.
• Adhere to clean desk policy and thorough record‑keeping.

Work Parameters or Boundaries

• Internal State Street Poland procedures & regulations – Wewnętrzne procedury i regulacje.
• Accounting Standards.
• Performance Management System.

Person Specification

Specific Qualifications / Skills

• Strong knowledge of asset‑servicing and/or global custody operational processes and systems.
• 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.
• Very good English required.
• Analytical mindset – competent in problem solving.
• Strong organisational and communications skills as well as team orientation.
• Ability to operate under pressure with time‑sensitive deadlines.

Level of Education

Higher education (or student) with an economic or other profile with experience in general accounting, or accounting and administration of investment funds.

Previous Level of Experience

Previous experience in fund administration preferred but not essential.

Work Environment

• As relates to Employee’s job‑related task and duties Employee is responsible towards his direct Superior.
• All issues with which Employee turns to the higher level Manager should have been discussed with his direct Superior.
• Employee has the right to appeal from every decision of his direct Superior to the higher level Manager.

Employees’ Responsibility Rules

• Employees are made accountable for all their job duties and State Street’s property entrusted to him.
• Employees’ responsibility relates to an equal degree to the entrusted duties, decisions taken and the initiative required at the given position.
• Employees are responsible to an equal degree for decisions taken and not taken when the situation requires.
• Employees commit not to disclose any information that might be considered confidential by the Employer.
• Employees are obliged to comply with all regulations and procedures concerning Health and Safety, environmental protection and company’s directions in this domain.
• Employees do their best to make the work environment and culture safe for them and their colleagues.

Equal Opportunity Employer

State Street is an equal opportunity and affirmative action employer. We consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.

Job ID: R-779699