Custody Management Services Expert, Senior Associate

State Street; Województwo pomorskie; Hybrid; PLN 120,000 - 180,000; Full time

Job summary

A global financial services company is seeking a Custody Management Services Expert, Senior Associate in Poland. This role involves managing Asset Manager relationships, ensuring compliance with regulations, and providing rigorous support to clients and staff. Ideal candidates will have at least 2 years of financial services experience, a Master's degree, and strong communication skills. The position offers a permanent contract with additional benefits including a medical package and professional development opportunities.

Benefits

Permanent contract of employment from day one

Additional holidays

Gold medical package for employees and families

Premium life insurance and private pension plan

Employee savings plan

Well-being programs

Qualifications

• Min. 2+ years of financial services experience with accounting and custody exposure.
• Knowledge of financial market activities and transactions.
• Advanced English communication skills.

Responsibilities

• Manage Asset Manager relationships through timely communication.
• Ensure adherence to 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

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 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

• 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


• 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.

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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.