Client Service Manager, Officer

State Street · Gdansk, Poland · Poland

Client Service Operations Manager – lead client onboarding and market account openings for EMEA clients in Gdańsk. Hybrid role (3 days in office/week). Managed people, projects, compliance & client escalation.

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Client Service Operations Manager – lead client onboarding and market account openings for EMEA clients in Gdańsk.

Hybrid role (3 days in office/week). Managed people, projects, compliance & client escalation.

Who are we looking for?

This position is integral to the successful completion of client onboarding set-ups as well as fostering key relationships with our internal and external customer base.

Under the supervision of direct manager, Client Service Operations Manager is primarily responsible for governing and coordinating various initiatives related to securities accounts (market) openings and maintenance for EMEA clients.

This position is a hybrid role (3 days from the office per week) .

Your new role

As Client Service Operations Manager, Officer you will be responsible for:

Leading a team of client service/market opening specialists

Acting as an escalation point of contact with clients, sub-custodians and internal departments for market related activities and inquiries.

Coordinating market openings and maintenance initiatives for the EMEA clients.

Monitoring market changes – as per the Global Bulletins – in order to take necessary actions needed to keep our clients’ accounts compliant with regulations.

Assuming leading role in various department’s projects focused on process improvement and standardization (Risk Excellence).

Acting as a main contact point in department for the complex market projects and monitoring

Assisting clients with new fund launches and market account opening requests, what may include preparation of the account opening packages for the documentation markets, especially for: mergers, conversions in/out, name changes, account renewals and other market changes.

Cooperating with direct manager what includes taking responsibility of personal development, self-evaluation, active participation in meetings etc.

Resolving issues highlighted by direct manager and ensuring he/she is kept informed of progress.

Providing market/process specific presentations (knowledge sharing).

Overseeing staff performing the tasks and be there point of escalation for resolving issues

Supporting and coaching the direct reports

Any other task assigned by direct manager.

What we value

Desired experience and qualifications:

5 years of previous experience in customer service, fund administration or finance-related areas preferred.

Experience in delivering service to external client

Excellent command of written and verbal English language

Project and people management skills would be an asset

University Graduates (preferably Finance, Accountancy or Business related degree) would be an advantage

Skills and competencies needed to succeed in the role:

Customer-oriented mindset

Excellent communication skills

Ability to work on own initiative with proactive approach

Strategic and analytical skills

Methodical and well organized

Ability to work under pressure in deadlines driven environment

Good knowledge of MS Office

Minimum Salary: zł132,000 Annual

We Offer:

Additional benefits available depending on the seniority of the role

About State Street

Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.

We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you’ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.

As an Equal Opportunity 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.

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