Client Onboarding & Accounts Specialist

State Street; Województwo pomorskie; On-site; PLN 54,000 - 66,000; Full time

Benefits offered by this job

Permanent contract from day one

Gold Medical Package

Private pension plan

Volunteer days

Job summary

State Street is seeking a Client Service Specialist to support onboarding and ongoing client account activity. You will open and maintain client accounts, coordinate with sub-custodians and internal teams, and ensure compliant, timely responses to inquiries.

You will work at least 3 days per week in the office, build strong relationships with clients, and stay informed on market changes affecting accounts. Strong English and attention to detail are essential.

Qualifications

• University Students or Graduates (preferably Finance, Accounting or Business related degree) is an advantage
• Previous experience is not required

Responsibilities

• Acting as a point of contact with clients, sub-custodians and internal departments for market related activities and inquiries.
• Monitoring market changes in order to take any necessary actions needed to keep our clients’ accounts compliant with regulations.
• Assisting clients with new fund launches and account opening requests, which includes preparation of the account opening packages for the documentary markets.
• Maintaining and closing accounts where required, which includes mergers, conversion in/out, name changes, renewals, etc.
• Providing prompt responses and processing time on all received inquiries.

Skills

Client relationship

English proficiency

Attention to detail

Communication skills

MS Office Proficiency

Deadline-driven

Education

Finance/Accounting/Business degree or student

Tools

MS Office

CRM systems

Account opening systems

Job description

State Street is seeking a Client Service Specialist to support onboarding and ongoing client account activity. You will open and maintain client accounts, coordinate with sub-custodians and internal teams, and ensure compliant, timely responses to inquiries.

You will work at least 3 days per week in the office, build strong relationships with clients, and stay informed on market changes affecting accounts. Strong English and attention to detail are essential.