Client Support Specialist - Associate 1

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

Who We Are 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 a Business Onboarding and Transitions (BOaT) manager, Client Service Specialist will be responsible for opening and maintenance of client accounts at State Street and contribute to transformation of our operations.

Why This Role Is Important To Us

Business Onboarding and Transitions (BOaT) team plays a key role in the overall success of the organization. Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. To make that happen we want to provide exceptional level of service starting from Day 1, which is why seamless onboarding process is essential. In your role you will be working with internal and external parties to ensure positive onboarding experience to our clients.

What You Will Be Responsible For

As Client Support Specialist you will be responsible for:

• 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, what includes preparation of the account opening packages for the documentary markets.
• Maintaining and closing accounts where required, what includes mergers, conversion in/out, name changes, renewals, etc.
• Providing prompt responses and processing time on all received inquiries.

What We Value

These skills will help you succeed in this role

• Strong commitment to interact with internal or external clients effectively and professionally.
• Strong communication skills.
• Attention to detail with high levels of accuracy.
• Ability to work in deadlines driven environment.
• Ability to work on own initiative. Proactiveness.
• Good command of written and verbal English language.
• Strong computer competence (Microsoft applications, Excel, Word).

Education & Preferred Qualifications

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

Please Note: This role requires a minimum of 3 days /week work from office

Minimum Salary

zł60,000 Annual

The minimum salary quoted above applies to the role in the primary location specified. If the candidate ultimately works outside of this primary location, the applicable minimum salary may differ.

Salary will be determined based on factors such as the position, type of work performed, individual skills, job description, working hours, diligence, initiative, self-management, length of employment, availability, and the quantity and quality of work delivered, as well as other objective and non-discriminatory criteria relevant to State Street employees.

In addition to salary, employees are eligible to be considered for discretionary annual performance-based awards.

We Offer

• Permanent contract from day one
• Additional holidays (Birthday Day Off, 3rd and 5th year anniversary Day Off)
• Gold Medical Package for employees and their families (partner and children)
• Premium life insurance package and private pension plan
• Wide range of soft skills training, technical workshops, language classes and development programs
• Opportunities to volunteer your time to company-driven initiatives, employee networks or organizations of your choice
• Variety of well-being programs
• 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.