Senior Analyst, Account Management (Front Office)

Wroclaw

Senior Analyst, Account Management (Front Office)
Wroclaw
NR REF.: 1155793

For our client in banking industry we are looking for candidates to join a team in their office in Wrocław.

Department/Team overview
Service Director Support Team provides support to global Client Service Directors in the wide array of areas. We are mainly focusing on client administration tasks including coordinating efforts around KPIs monitoring, billing / debtor management, account opening, reports creation and client queries/escalations across full range of services provided by Client. We work for the largest clients in the industry which allows Agents to grow knowledge about all client segments and the wide range of services offered by Client.

Job responsibilities:
The successful candidate will work with assigned global Service Directors helping them to monitor services contracted by their respective clients.

• implementing and maintaining controls to ensuring KPIs/KRIs related to service delivery tasks are met
• support around Service Director Dashboard / eCRM / Management Information including, but not limited to creating monthly executive summaries / Financial Management reports, performing necessary quality checks etc.
• billing and debtor management which includes monitoring unlinked accounts, coordinating with billing for invoice setup and management of aged receivables
• coordination of service review meetings for premium and enhanced clients at prescribed frequency
• creation of agendas, meeting invites maintenance, minutes capture and following up with stakeholders for agreed action items until resolution
• general administration tasks which include preparation for Internal Operations Forums, due-diligence preparation, follow up on any client queries regarding NEXEN/Billing setup with internal teams, etc.
• (annual) SLA / SLD renewal. Ensuring clients have insight in our service levels and support of the annual renewal of bespoke SLA’s working with client, SD and internal CSD teams.

We’re looking for a candidate wanting to grow his/her interpersonal skills in the dynamic international environment. Responsibilities will include creation and maintenance of the networks for each client relationship ensuring smooth information exchange and prompt resolution of queries. Therefore, this role requires:

• a high level of risk awareness and the ability to apply that expertise to identify control points
• ability to quickly adapt to changing situations and priorities
• experience of process mapping, procedure documentation and definition and service level definition and monitoring
• communication skills: client-focus, openness, problem-solving orientation, critical thinking approach, proactivity to raise to the new challenges every day, strong oral and written fluency in English language
• self-management skills: efficient, structured, independent and autonomous working, responsible time management, adherence to the internal control, reporting and compliance guidelines, readiness to take on special tasks (if required).
• technical proficiency: good knowledge of MS Office.

Experience in operational areas including custody, fund accounting and/or client services is preferred but not a must. Digital savviness would be an asset.

What you will need to succeed:

• Bachelor’s degree in accounting or the equivalent combination of education and experience is required.
• Min. 2 years of total work experience in the field of accounting.
• Pro-client attitude (previous client-facing experience would be an asset).
• Upper-intermediate knowledge of German (min. B1) and very good English.
• Advanced MS Office knowledge (VBA would be an asset).
• Solid communication skills and decision-making capabilities.
• Accountability, flexibility and adaptability to changing circumstances.
• The ability to work under pressure and prioritize the tasks well and to handle many tasks at once with appropriate level of detail-orientation.
• Ability to understand the dynamic and complex local market regulations, procedures and practices and to apply them to specific circumstances.
• Ability to effectively interact with other Client departments (Fund Accounting and Fund Operations) as well as the local tax advisors on a daily basis.
• Ability to manage internal and external clients’ expectations.

What you will get in return:
Client provide clearly defined, transparent development pathways to help you grow both personally and professionally. The benefits were carefully selected to build your comfort of working and help you reach your personal goals:

• Full time contract of employment
• Life and medical insurance, pension scheme
• Diverse and inclusive environment strengthened with your unique perspective
• Award-winning Wellbeing Program supporting you with your individual health and wellbeing needs
• Parental support, including back-up childcare, on-site kindergarten and buddy program
• Structured career development and possibilities for and global mobility
• Exciting opportunities for career and global mobility
• Well-defined recognition programs helping you build your personal brand
• City Centre locations close to main railway station and flexible working arrangements
• Flexible benefits package including fitness discounts and cafeteria system
• Employee Referral Program
• A multitude of opportunities to get involved in community and charity projects through Employee Resource Groups (ERGs)
  
  

What you need to do now:
 If you’re interested in this role, click “apply now” to forward an up-to-date copy of you CV, or call us now.