Client Reporting Specialist

Adecco; Kraków; On-site; PLN 38,000 - 55,000; Full time

Job summary

Adecco Poland Sp. z o.o. recruiting for a global investment bank client in Kraków, offering financial services and technology solutions in asset management.

Responsibilities include meeting client deliverables, researching inquiries, providing timely responses, and collaborating with Client Service teams and related departments to ensure accuracy and efficiency.

Qualifications

• BA/BS degree or equivalent work experience.
• Good knowledge of Excel and VBA/macros is a plus.
• Highly organized with strong attention to detail.
• Proven ability to problem-solve and deliver solutions.
• Able to manage multiple projects in a client-driven, deadline-oriented environment.

Responsibilities

• Meet client deliverables in accordance with procedures and controls.
• Research and resolve client inquiries following procedures and controls.
• Ensure timely and accurate responses to internal and external clients.
• Collaborate with Client Service teams, Funds Transfer, Fund Accounting and Transfer Agents.
• Escalate sensitive/risk issues to management when needed.
• Support onboarding of new business and product implementations.
• Contribute to process improvements for efficiency.
• Utilize client systems and tools to maximize productivity.

Skills

Problem solving

Attention to detail

Time management

Organizational skills

Education

BA/BS degree

Tools

Excel

VBA

Job description

We are a leading global company providing comprehensive HR solutions. We offer temporary and permanent staffing services as well as outsourcing solutions across all industry sectors. Adecco Poland Sp. z o.o. operates as an Employment Agency registered under number 364.

Currently, we are searching for a candidate for our client, a global investment bank - an international firm offering leading financial services and technological solutions in asset management.

Responsibilities:

• Meet all client deliverables in accordance with procedures and controls.
• Research and resolve all client inquiries in accordance with procedures and controls.
• Ensure timely and accurate responses to internal and external clients.
• Work closely with the client, Client Service teams, Funds Transfer, Fund Accounting and Transfer Agents to foster strong working relationships.
• Promptly escalated sensitive/risk issues to management.
• Ensure daily deliverables are completed timely and accurately.
• Assist in the on-boarding of new business and product implementations and conversions
• Perform special projects as directed by the Client Reporting Seniors & Supervisor.
• Enhance quality and efficiency by identifying workflow improvements.
• Efficiently utilize client systems and tools/cash products to maximize productivity.

Requirements:

• BA/BS degree, and/or equivalent work experience.
• Good knowledge in Excel preferred, and VBA/macro development knowledge highly appreciated.
• Highly organized, detail oriented, self-motivated.
• Proven ability to problem-solve and recommend solutions.
• Strong aptitude for accuracy and attention to detail.
• Capable of monitoring and completing a variety of projects simultaneously.
• Willingness and ability to work in a client-driven, deadline- oriented environment.
• Minimum salary for the position: 33,73PLN Gross/h

We inform you that companies within the Adecco Group operating in Poland have implemented a reporting procedure required by the Whistleblower Protection Act. Detailed information is available in Adecco offices