Senior Client Service Representative (Custody Account Opening)

Location: Kraków, Poland. Hybrid model: 3 days per week in the office; 2 days for a parent of a child up to 4 years old.

Company

Global financial services firm providing investor services, capital partnership solutions, specialist expertise, and technology-enabled client management.

What you will do

• Create and maintain external user access to the Infuse client portal in cooperation with internal teams and client service groups.
• Support the custody account opening process and perform client calls to verify access requests.
• Conduct annual reviews of client user access and account structures.
• Deliver services in line with policies and procedures to minimize operational risk and meet client needs.
• Keep desktop procedures and internal trackers current, share knowledge, and contribute to process improvement initiatives.

Requirements

• BA/BS degree or equivalent work experience with at least 2 years of experience.
• Fluent English at C1 level.
• Ability to prioritize work effectively and resolve issues.
• Strong communication and relationship-building skills for internal and external stakeholders.
• Good knowledge of Microsoft Office tools.

Culture & Benefits

• One Culture Celebration Day and one Community Service Day in addition to standard paid vacation.
• Private medical care and life insurance.
• Confidential counselling for employees and their families through the Employee Assistance Program.
• Professional training and qualification support.
• Wellbeing program, online social fund platform, social and integration events, and onboarding support.