Intermediate Representative, Shareholder Services with German and English

2025-01-25 ID OFERTY: 1019599

Hays Response (zobacz profil pracodawcy)

Wrocław
- Pełny etat
- 2025-01-25

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As a leading global financial services company at the center of the world’s financial system we touch nearly 20% of the world’s investible assets. Every day around the globe, our 50,000+ employees bring the power of their perspective to the table to create solutions with our clients that benefit businesses, communities and people everywhere.

We continue to be a leader in the industry, awarded as a top home for innovators and for creating an inclusive workplace. Through our unique ideas and talents, together we help make money work for the world. We’re seeking a future team member for the role of Intermediate Representative, Client Processing to join our Shareholder Services team. This role is located in Wroclaw, Poland- HYBRID.

The Shareholder Services team respond to requests and queries from clients (retail or institutional which are received via phone, email, or written postal enquiry).Escalate errors as and when appropriate. The team is responsible for maintaining and ensuring that we meet agreed KPIs with our clients. We are responsible for providing a fast, efficient, accurate service with a limited number of handoffs to ensure the shareholder needs are met and aligned with Client expectations and regulatory requirements.

In this role, you will make an impact in the following ways:

Respond to client queries via telephone, email, written enquiry or web chat in an efficient and professional manner.
Dealing with escalations in the form of email queries which are received either from the client or internally to ensure they are acted upon in a timely manner.
Prepare and check reporting to Clients and investors through the appropriate and dedicated TA platform.
Act as an SME for any projects which involve the Poland client service centre.
Conduct training with any new starts or any ongoing cross training which is required.
Reviewing team procedures as and when they come up for review.
Take responsibility for specific supervisory review, training, and approval actions.

To be successful in this role, we’re seeking the following:

1-3 years of total work experience; experience in financial services, contact centre or client service preferred.
Strong Microsoft Office skills, with a focus on Excel.
Superior oral and written communication skills.
Excellent analytical, organizational and time management skills
Ability to multi-task, manage multiple projects and meet deadlines.
High level of accuracy and professionalism
Fluent in written and spoken English and German is essential for this role.

Our culture speaks for itself. Here’s a few of our awards:

America’s Most Innovative Companies, Fortune, 2024
World’s Most Admired Companies, Fortune 2024
Human Rights Campaign Foundation, Corporate Equality Index, 100% score, 2023-2024
Best Places to Work for Disability Inclusion, Disability: IN – 100% score, 2023-2024
“Most Just Companies”, Just Capital and CNBC, 2024
Dow Jones Sustainability Indices, Top performing company for Sustainability, 2024
Bloomberg’s Gender Equality Index (GEI), 2023

Our Benefits and Rewards:
highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter.

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.

Hays Poland sp. z o.o. is an employment agency registered in a registry kept by Marshal of the Mazowieckie Voivodeship under the number 361.

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