Investor Services Team Supervisor, Senior Associate

State Street; Kraków; Hybrid; PLN 78,000 - 96,000; Full time

Benefits offered by this job

Permanent contract

Birthday Day Off

Gold Medical Package

Premium life insurance

Private pension plan

Soft skills training

Volunteer days

Well-being programs

Seniority-based benefits

Job summary

State Street in Kraków is seeking an Investor Services Team Supervisor, Senior Associate to lead daily investor services operations, ensure accuracy and SLA compliance, and mentor staff. You will drive process improvements, train team members and coordinate with managers to maintain high service quality for assigned clients.

The role requires strong English, 2–4 years of fund industry experience, and a collaborative, proactive approach in a hybrid work setting.

Qualifications

• 2-4 years of relevant fund industry experience.
• Investor services experience is required.
• Working knowledge of MS Office suite including Excel and Word.
• Advanced command of English language.

Responsibilities

• Supervise daily Investor Services processes (investor set up, transactions processing, reporting, communication with 3rd parties, payments processing).
• Demonstrate timely, accurate processing of tasks in accordance with SLAs and procedures.
• Perform independently all tasks described in procedures and job aids.
• Ensure timely updates of procedures and job aids.
• Support and lead day-to-day run of the operations executed by the team.
• Support the Manager to ensure coverage during sickness and holidays.
• Ensure team members are properly trained.
• Make recommendations for changes to processes and procedures and prepare documentation.
• Take responsibility for personal development and training.
• Set and maintain standards of performance and adherence to policies.
• Coordinate and implement technical training for individuals and the team.
• Monitor team performance and provide feedback.
• Hold 1-to-1 meetings to discuss operations when needed.
• Support company committees and initiatives.
• Ensure quality of service to assigned client.
• Plan and manage daily processes and resources.
• Monitor errors, breaches, and training needs; maintain records.

Skills

Team player

Self-development

Deadlines

Initiative

Communication

English fluency

Analytical skills

Administrative skills

Planning and coordination

Education

Degree in Accounting or Finance or Business related area

Job description

Who We Are Looking For

The major focus of this role is the supervision and review of Investor Services processes in accordance with internal controls and procedures.

Who We Are Looking For

The major focus of this role is the supervision and review of Investor Services processes in accordance with internal controls and procedures.

Your new role

As Investor Services Team Supervisor, Senior Associate you will

• Supervise daily Investor Services processes (investor set up, transactions processing, reporting, communication with 3rd parties, payments processing, etc.)
• Demonstrate timely, accurate process of the relevant tasks at all times in accordance with SLAs, operating procedures and legal regulations
• Perform independently all tasks described in the relevant procedures and job aids
• Ensure a timely update of procedures and Job aids
• Support and lead day to day run of the operations executed by the team
• Support the Manager in assurance all activities are sufficiently covered at all times, included during sickness and holidays periods
• Ensure that the other team members are properly trained
• Make recommendations for changes to processes and procedures and prepare documentation for review as required
• Take responsibility for personal development and training
• Set and maintain standards of personal and professional performance/behavior; ensure staff accountability and adherence to company policies and procedures
• Coordinate and implement technical training and development activities for individuals and the team
• Monitor the performance of team – provide formal and informal feedbacks to the team members and the team manager
• Hold ad hoc 1 to1 with the team members to discuss operational matters if necessary
• Support and participate in company committees and initiatives
• Take responsibility for the quality of service to assigned client
• Plan and manage the daily processes and the effective utilization of resources
• Monitor errors and potential breaches; complete relevant documentation and ensure training needs are identified and relevant trainings are carried out. Keep record of all errors and monitor the resolution status
• Ensure adherence to Company and Departmental policies and procedures
• Develop and maintain good relationships with internal and external clients, colleagues in service support departments and contacts in Donor Sites
• Act as a main point of contact for the team

What We Value

These skills will help you succeed in this role

• Team player
• Flexibility and commitment to develop yourself and others
• Ability to work with deadlines
• Ability to work on your own initiative, developing solutions and providing input to enable effective decision making
• Strong verbal and written communication skills
• Very good command of English
• Strong analytical skills
• Excellent administrative, organizational and business support skills
• Excellent organizational, planning and co-ordination skills

Previous Experience & Preferred Qualifications

• 2-4 years of relevant fund industry experience
• Investor services experience is required
• Degree in Accounting or Finance or Business related area
• Working knowledge of MS Office suite including Excel and Word
• Advanced command of English language

Work Organization

• hybrid work model with 3 days of office presence per week

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.

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.

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