Investor Services Manager – Remote/Hybrid & Certifications

HS Financial Technologies; Kraków; Hybrid; PLN 180,000 - 320,000; Full time

Benefits offered by this job

LuxMed Premium Package

Life insurance and travel insurance

Employee Referral Program

Remote/hybrid working opportunities

100% funding for ACCA, CIMA and IOB

Technical workshops and soft skills

Job summary

HS Financial Technologies seeks an Investor Services Manager to oversee the Investor Services process under supervision of Directors in Kraków. You will manage daily workflows, ensure AML/KYC compliance, and maintain client relationships across private equity and hedge funds.

The role requires strong communication, analytical thinking, and the ability to lead a team of up to 8. Hybrid work options and opportunities for professional certifications are offered.

Qualifications

• IT literate and able to navigate multiple systems
• Strong verbal and written communication skills
• Excellent analytical and problem-solving abilities
• Able to work well in a team and independently
• Solid interpersonal skills and stakeholder engagement
• Demonstrates initiative with proper escalation when needed
• Comprehensive knowledge of systems, products, and processes
• Builds strong relationships with internal and client teams

Responsibilities

• Address investor transaction inquiries escalated by Supervisor or Administrator.
• Ensure all aged items on TA bank reconciliations are addressed timely.
• Tackle complex AML/KYC documentation issues with Compliance and MLRO.
• Review Investor Transactions and Redemption Payment Schedules.
• Review and approve wire transfer payments.
• Ensure investor reporting is accurate and timely per client expectations.
• Engage with investors on complex queries and improve processes.
• Oversee recruitment, training and performance of the Investor Services team (up to 8).
• Review documentation during onboarding of new clients.

Skills

IT literate

Communication

Analytical thinking

Teamwork

Inter-personal skills

Initiative

Systems knowledge

Stakeholder management

Morale boosting

Job description

HS Financial Technologies seeks an Investor Services Manager to oversee the Investor Services process under supervision of Directors in Kraków. You will manage daily workflows, ensure AML/KYC compliance, and maintain client relationships across private equity and hedge funds.

The role requires strong communication, analytical thinking, and the ability to lead a team of up to 8. Hybrid work options and opportunities for professional certifications are offered.