Lead Client Service Representative (Finance)

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

Company

hirify.global is a global financial services firm providing investor services, capital markets expertise, technology solutions, and client management.

What you will do

• Respond to client inquiries and escalated issues, serving as a key contact for senior-level client relationships.
• Coordinate client meetings, deliverables, and daily servicing activities.
• Work with Operations, Treasury, and Markets to resolve inquiries and improve service levels.
• Act as the first point of contact for complex cases, sharing expertise and supporting case closure.
• Back up the supervisor by leading daily pulse checks and team meetings, assigning tasks, monitoring volumes and workflow, and escalating issues to the team lead.
• Lead client relationship projects, new activity initiatives, conversions, training, and knowledge-sharing activities.

Requirements

• BS/BA degree or equivalent work experience.
• 3–4 years of related custody experience and prior experience in a client-service-focused environment.
• Working knowledge of corporate actions, equity, and fixed income.
• Ability to prioritize and resolve client needs quickly, accurately, and under deadline pressure.
• Strong verbal and written communication, multitasking, troubleshooting, and analytical skills.
• Comprehensive knowledge of Microsoft Office products; technical proficiency with internal or web-based systems is advantageous.

Culture & Benefits

• One Culture Celebration Day and one Community Service Day in addition to standard paid vacation.
• Private medical care and life insurance.
• Employee Assistance Program with confidential counselling for employees and their families.
• Professional training and qualification support, plus a wellbeing program.
• Online Social Fund platform, social and integration events, and an onboarding program.
• Collaborative environment with mentoring, knowledge sharing, and opportunities to contribute beyond the core role.