Custody Management Services Expert, Senior Associate

State Street; Polska; On-site; PLN 87,000 - 105,000; Full time

Job summary

A leading financial services firm is looking for a Custody Management Services Expert, Senior Associate in Poland. The role involves managing Asset Manager relationships through proactive communication and service review. The ideal candidate should possess a Master’s degree in a relevant field, analytical skills, and experience in financial services, particularly in custody and asset management. The position offers a permanent contract, benefits, and opportunities for professional growth.

Benefits

Permanent contract from day one

Additional holidays (Birthday Day Off)

Gold medical package for employees and families

Premium life insurance and private pension plan

Employee savings plan

Training and development programs

Opportunities to volunteer

Qualifications

• Min. 2 + years of financial services experience, preferably with accounting and custody exposure.
• Previous experience in asset management or investment management services is an advantage.
• Very good working knowledge of Excel and advanced English communication skills.

Responsibilities

• Be responsible for accurate records of research and client interaction.
• Initiate communication on complex asset servicing matters.
• Liaise with internal service teams to solve inquiries and escalate issues when necessary.
• Ensure compliance with regulations and internal procedures.
• Provide coaching and support to staff on technical issues.

Skills

Strong verbal and written communication skills

Strong analytical skills

Ability to perform effectively within strict client deadlines

Attention to detail

Team player attitude

Ability to work on own initiative

Education

Master’s Degree in Finance, Accountancy or Business related degree

CIMA/CFA accreditation

Tools

Excel

Job description

Who are we looking for?

Custody Management Services Expert , Senior Associate who will provide proactive management of Asset Manager relationships, through regular service review and professional and timely communication with business units and clients.

Why is this role is important to us?

The team you will be joining is a part of State Street Global Delivery. It gives asset owners and managers access to the essential financial tools they need to deliver effective investment solutions. From core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, to the tools that help our clients make better investment choices and act on growth opportunities.

Join us if making your mark in the financial services industry from day one is a challenge you are up for.

Your new role

As Custody Management Services Expert, Senior Associate you will

• Be responsible for maintenance of accurate records of research, follow up and client interaction.
• Initiate communication to clients on complex asset servicing matters.
• Liaise with the internal service teams to solve enquiries raised and collaborate to build a cohesive service delivery model. Identify the need for escalation of issues.
• Ensure all relevant regulation & internal procedures are completed and adhered to.
• Ensure Alignment on market industry changes and trends.
• Monitor volumes and allocate resources accordingly.
• Maintain standards of personal and professional performance/behavior; ensuring staff accountability and adherence to company policies and procedures.
• Provide coaching, guidance and support to staff on technical, professional and client issues.
• Develop and communicate a clear picture of team goals and approaches to business, based on a clear understanding of client requirements.
• Perform and/or monitor quality and internal controls for all team deliverables.
• Provide inquiry and operational support to internal and external clients on complex, high risk asset servicing functions.
• Support Asset Managers trading in multiple instruments and products.
• Daily Market Trade Settlement Reporting – Mitigate risk by managing settlement of trade and cash exposure

What we value

These skills will help you succeed in this role

• Strong verbal and written communication skills
• Strong analytical skills
• Ability to perform effectively within strict client deadlines
• Attention to detail
• Team player attitude
• Ability to work on own initiative

Education, Previous Experience & Preferred Qualifications

• Master’s Degree in Finance, Accountancy or Business related degree.
• Min. 2 + years of financial services experience, preferably with accounting and custody exposure, and knowledge of financial market activities and transactions
• Previous experience in asset management services or investment management services would be an advantage
• Former Client service experience would be an advantage
• CIMA/CFA accreditation would be an advantage
• Very good working knowledge of Excel
• Advanced English communication skills

We offer

• Permanent contract of employment 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
• Employee savings plan
• My Cafeteria Benefits platform including Multisport Card
• 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

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

Minimum Salary:

zł87,000 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.

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.

End Date: January 19, 2026

For further information, and to apply, please visit our website via the “Apply” button below.