Claims Service Expert - Investment Management Services, Senior Associate

Your new team

Investment Management Services (IMS) is one of Middle Office function State Street has centralized in Gdansk. Team is made of many different functions: claims, trade management, transitions, client service, oversight, etc.
On a daily basis team has contact with client, brokers, banks and internal operation teams to analyze various products on the market which gives a great knowledge and experience.

​Who are looking for?

A person with financial services experience willing to develop their career in the industry. If you already have some working knowledge on the investment instruments this position may be an excellent opportunity to move your career forward!

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Your new role

As Client Service Expert - Investment Management Services, Senior Associate you will responsible for:

• Working with the Investment Management Services Managers

• Developing and supporting critical internal relationships with dependent units, clients, cross functional operational colleagues and global counterparts

• Performing oversight, quality control function for existing processes  

• Reviewing clams process' actions done by junior colleagues

• Maintaining claims tracking application with research results, communication notes and supporting documentation

• Playing key part in performance governance through KPI/KRI management

• Acting as escalation point for difficult or contentious events.

• Providing direction, and as needed interact directly with brokers, custodians, and internal parties to drive resolution.

What we value

Required skills and qualifications:

• 2 – 4 years of experience in a large financial services organization
• Knowledge from at least one of financial products or settlement methodologies like: FX, Collateral, Repo, Accounting, Equities, SWIFT etc.
• Understanding of financial markets, trading or familiarity with custodian cut off and settlement methodologies is a strong asset
• Client service experience and solutions driven mind-set, including ability to work with third-party senior management
• Fluent English – strong verbal and written communication skills
• IT skills, including MS Office applications
• Ability to work collaboratively in a team
• Attention to details, accuracy, good organizational 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

• 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

• Technical or leadership career pathway

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.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary in locations, but you may expect generous medical care, insurance and savings plans among other perks. You’ll have access to flexible Work Program to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspective are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome the candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift program and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at StateStreet.com/careers

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