Intvestor Services Team Supervisor (IFDS), Senior Associate

  • Location: Kraków, Malopolskie, Poland
  • Salary: Competitive
  • Job Type: Full time

Intvestor Services Team Supervisor (IFDS), Senior Associate

Position Description

The Investor Services 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
  • Demonstrate the ability to provide leadership and direction in a group environment.
  • The candidate should demonstrate a high degree of self-reliance and self-motivation and should be able to take own initiatives to solve problems.
  • The candidate should be able to work independently and perform assigned tasks accurately, take initiatives, make recommendation on dedicated topics in order to maintain or enhance services.
  • Demonstrate logical, analytical, critical and process thinking to identify, analyze and evaluate complex problems / issues.
  • 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 three years relevant working experience in Transfer Agency or Financial Services involving staff supervision and operation management.
  • 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