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3 дня назад

Senior Client Service Representative in Alternatives Custody Team (Krakow, Cash) (Alternative Investments)

Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
c1
Страна
Poland
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

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TL;DR
Senior Client Service Representative in Alternatives Custody Team (Krakow, Cash) (Alternative Investments): Managing client cash-management inquiries and servicing alternative investment custody accounts with an accent on cash transfers, balances, SSIs, SWIFT copies, and payment settlement. Focus on resolving escalations, identifying settlement issues, coordinating with client-facing teams, and training less experienced team members.

Location: Kraków, Poland; hybrid schedule 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 partner services, specialist expertise, and technology solutions.

What you will do

  • Independently resolve and oversee client inquiries related to cash management.
  • Advise clients on cash transfers and provide balances, standing settlement instructions, and SWIFT copies according to procedures.
  • Act as the primary contact for clients, account managers, client service managers, and client service groups through email and phone.
  • Proactively manage inquiry resolution, provide updates, and monitor client satisfaction.
  • Identify potential payment settlement issues and escalate them appropriately.
  • Act as a role model and trainer for less experienced team members and review escalations with the supervisor or team lead.

Requirements

  • Academic degree, preferably in finance or economics.
  • At least 2–3 years of professional experience in finance or a similar field.
  • English proficiency at B2+/C1 level.
  • Strong organization, attention to detail, analytical thinking, problem-solving, and relationship management skills.
  • Strong verbal and written communication skills with the ability to prioritize multiple assignments.
  • Ability to work in a client-driven, deadline-oriented environment.

Nice to have

  • Knowledge of alternative funds, account setup, cash processing, and account maintenance systems.
  • Comprehensive knowledge of Excel.

Culture & Benefits

  • Private medical care and life insurance.
  • Employee Assistance Program with confidential counseling for employees and their families.
  • Professional training and qualification support.
  • Wellbeing Program and Online Social Fund benefit platform.
  • One Culture Celebration Day and one Community Service Day in addition to standard paid vacation.
  • Onboarding, social, sports, and integration events.

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