State Street Corporation (NYSE: STT) is the world's leading provider of financial services to institutional investors including investment servicing, investment management, market research and trading. With $28.4 trillion in assets under custody and administration and $2.48 trillion in assets under management State Street operates in 29 countries and more than 100 geographic markets and employs over 29,000 worldwide promoting a culture of excellence.
At the moment we are looking for candidates for
Client Service Operations Senior Manager, AVP
Client Service Operations Senior Manager, AVP
Location: Gdańsk, pomorskie
JOB ID: R-619791
to join the insource organization supporting the State Street EMEA
Why State Street Bank Poland?
Operating in Europe since 1970 State Street services clients in multiple locations. State Street Bank Poland was established in 2007 in Kraków. Today State Street Bank Poland employs over 2000 staff members at three sites across the city. Our Kraków office provides investment fund accounting and related services to clients of multiple State Street locations and business units across Europe. We offer positions in a challenging, rapidly changing and international environment. There are multiple opportunities to gain experience in diverse areas of the investment fund cycle. State Street offers a significant scope for personal growth and career progression. Throughout your career at State Street you will be provided with a wide range of training opportunities and internal mobility options as well as individual development plans, attractive benefits and an excellent remuneration package. The continuous development of our employees from day one is critical as we continually seek to develop and expand the local management team and create future leaders from within.
SCOPE OF DUTIES:
CUSTOMER INTERACTION:
- Serves as a source of technical information to answer and assist with client questions regarding: Product Types & structures, Basic regulatory issues, Compliance Issues, Industry developments, Operational Issues, Risk Issues;
- Manages the set-up of new funds and new Clients upon allocation by the Department Manager;
- On conversions, ensures that assets are received, reconciled, confirmed and booked in accordance with the customized conversion checklist; meets deadlines;
MANAGEMENT REPORTING:
- Prepares annual budget input as requested;
- Prepares Controls status report;
- Prepares Loss Exposure report;
- Advises Comptroller of potential losses;
- Reviews overdraft reporting;
- KPI Reporting in collaboration with counterparts in other sites;
MAINTAINS CONTROLS:
- Support important global project related to client migration and restructure – this will involve implementation of global SLA and target operating model across EMEA, APAC and US (primary focus);
- Support Ire FA operations;
- Prepares documentation for and interfaces with Internal auditors, External auditors, Procedures and Controls Unit;
PARTICIPATES IN DEPARTMENT PROJECTS AND MEETINGS:
- Participates on committees to design/respond to operation changes (“task forces”);
- Keeps current on procedures/systems changes and ensures incorporation into group procedures;
- Attends regularly scheduled unit/department of divisional managers meetings;
- Participates in departmental liaison meetings (Admin services, support services etc.);
- Participates in new business presentations;
BUDGET SETTING AND PROFITABILITY:
- Actively works towards increasing efficiency/productivity year on year for each client;
- Actively drives efficiency improvements in the group;
- Manages extra client/donor site requests and ensures the Operating Model remains appropriate;
PERSONNEL:
- Maintains target staffing levels and allocates resources; strives to meet productivity goals; justifies temporary staff overruns and targets dates to cure overruns;
- Prepares/signs adds-to-staff and replacement requisitions;
- Participates in interviewing and hiring new staff. Evaluates existing staff, ensures that Client Groups are well balanced and adequate in strength vis à vis the complexity of the clients/funds;
- Performs annual reviews of Account Managers; counsels and develops them. Recommends promotions, terminations, counseling, and transfers;
- Reviews and countersigns Account Managers reviews of staff. Approves recommendations for promotion, termination, transfers and counseling;
- Recommends merit/special increases. Processes requisite forms;
QUALIFICATIONS:
- Specialist experience in the area of fund of funds and fund of hedge funds would be an asset;
- Minimum 6 years of experience in operations or audit in collective investments, preferably with considerable client interaction;
- A University Degree in banking/finance or related field. A business-related degree or accountancy qualification would be an asset;
- Excellent client relationship skills;
- Experience in fund accounting;
- Experience in managing teams;
- Strong communication and leadership skills;
- Enthusiastic and proactive with the strive to “make things happen”;
- Fluency in oral and written English is required.
To apply to this position, follow the "apply now" link. To locate this position in our application page, please use the KEYWORD search functionality and insert either the State Street Job ID or the Location.
As a first step we ask all candidates to fill out our online application form. Please enclose the CV in English and remember to save this document without any Polish characteristics also in file name.
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Job ID: R-619791 / Location: Gdańsk, pomorskie
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