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Senior Transfer Agency Specialist (IFDS), Associate 2

Posted on Mar 15, 2019 by State Street UK

Kraków, Kraków Poland
Accountancy
13 Mar 2019
Annual Salary
Full-Time
Position Description

The Transfer Agency team answers all queries received via phone, email, facsimile and post from external sources -shareholders, brokers, financial intermediaries, - i.e. Client Service Team, Service Delivery Team and internally from IFDS cross location functional teams supporting this business.

Primary Responsibilities
  • Accurate completion of all shareholder requests.
  • Daily interaction with clients (fund managers) and internal departments to resolve open queries.
  • Display good organizational skills in order to meet SLA deadlines and keeps well documented records. Ensures that checklists, job aids and working procedures are up to date and followed.
  • Adhere to existing procedures and controls in place.
  • Maintaining a good communication with the donor site on all tasks.
  • Acting as a mentor to junior staff and provide coaching under the supervision of the Manger.
  • Self-motivated and organized.
  • Excellent attention to detail.

Required Qualifications
  • At least two years relevant working experience in Transfer Agency or Financial Services.
  • University degree in accounting, banking, finance or business administration will be considered as a plus.
  • Fluent in English with strong language skills a clear preference.
  • Additional languages (e.g. German, French, Italian and/or Spanish) are assets.
  • Advanced computing skills (MS Office: Excel, Word, PowerPoint, Access and Outlook...)
  • Strong client focus.
  • Strong communication skills - adapting style to audience and including senior levels both internally and externally.

We offer:
  • Employee savings plan
  • Premium life insurance package
  • VIP medical package
  • International operating environment
  • Language classes
  • Soft skills trainings
  • Technical workshops
  • Development sessions with a mentor
  • Diversity of opportunities across a range of challenging and highly complex activities
  • Technical or leadership career pathway

Reference: 671251646