Financial Services Account Associate
October 26
🇵🇱 Poland – Remote
⏰ Full Time
🟢 Junior
🟡 Mid-level
💸 Financial Planning and Analysis
🚫👨🎓 No degree required
Description
• We are the Client Delivery Team responsible for providing services to investors of our clients. • Client’s requests are received and handled via email, post, or via telephone. • We respond in accordance with applicable procedures, and service level agreements, ensuring we meet expectations of our clients and their underlying investors. • Working with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries via email, mail, or telephone. • Working on multiple applications and technological solutions to complete your daily tasks and assisting other team members with resolving any queries or issues. • Taking part in team-based activities such as: team meetings, various group projects and initiatives. • Once fully trained, tasks could include assisting in the training/mentoring of peers and acting as a subject matter expert on our applications, policy and procedures. • Creative problem-solving and innovative thinking are highly encouraged and integral to our team’s approach. • Developing strong subject-matter knowledge and being able to assist leadership team as a go-to person for feedback and process expertise during various projects and daily queue management. • Effectively managing multiple priorities, demonstrating the ability to adapt and seamlessly transition between tasks. • Drafting procedures and training materials, facilitating meetings and acting as a team lead during manager’s absence.
Requirements
• Fluent English (at least C1) and good communication skills in written and spoken French. • Strong track record of past performance in terms of productivity and quality results. • Ability to manage priorities and clearly communicate on progress, challenges and thrive under pressure. • Constant willingness to expand own knowledge and understanding of the functions handled. • Demonstrate ability to problem ensuring the needs of our clients are met with satisfactory outcomes. • Ability to apply existing procedures, own experience, and knowledge to address wide scope of client requests, including those of higher complexity. • Ability to effectively communicate within and outside own functional team. • Readiness to work from 08:00 am – 18:00 CET
Benefits
• Working in an international company, alongside international colleagues. • Being a part of an innovative and entrepreneurial environment of a growing department and team. • Option to work fully remotely, with the necessary equipment provided by the company (computer, monitors, accessories). • Development opportunities by using the company's on-line training database and LinkedIn Learning. • Participation in projects and training sessions focused on both soft skills (communication, presentation, conducting meetings) and technical skills (Excel, knowledge of capital markets, English language). • Unique working atmosphere (team integration meetings, friendly working environment, support of experienced employees). • Opportunity to get involved in social projects and local initiatives. • Language courses
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