
Platinum Client Services Senior Specialist
Allfunds Bank SAU Warsaw, Poland
Platinum Client Services Senior Specialist
Location:Poland
Type of job vacancy:Permanent Employee
No. Job vacancies:
Abot s
Allfnds - we give yo the path, yo blaze yor trail!
Looking for yor next challenge? Allfnds (AMS: ALLFG) is a fast-paced, dynamic, Wealthtech leader with 17* offices arond the globe and or employees are the best at what they do.
We have a relentless passion for qality and a drive to keep ahead of the competition. We also have a strong bsiness fondation bilt by experts over + years ago, with the flexibility and agility of start-p.
As a Wealthtech, Allfnds blends or wealth management expertise with the innovation and creativity of a fintech. We have over €1.3 trillion assets nder administration and are the leading BB platforms for the fnd indstry. We bilt and contine to evolve a digital ecosystem that covers the entire fnd distribtion vale chain and investment cycle, with soltions inclding dealing and exection, data analytics, reglatory soltions, ESG tools, blockchain, and alternative investments.
Fonded in Madrid in , Allfnds offers international opportnities, a commitment to work-life balance, competitive benefits packages inclding flexible holidays, and contined training and development. This is nder-pinned by or vales to have a positive social impact on the markets in which operate.
If yo are open to new prospects, an adaptable professional, and enjoy collaborating with diverse and inclsive people, then Allfnds is the place for yo.
*Brazil, Chile, Colombia, France, Hong Kong, Italy, Lxemborg, Miami, Poland, Shanghái, Singapore, Spain (Madrid/Valencia), Sweden, Switzerland, nited Arab Emirates and nited Kingdom.
Or prpose
Or prpose is to transform the WealthTech indstry. Allfnds. is achieving this throgh a deep commitment to qality and otstanding hman capital, by providing the best service for or clients, and by creating vale for all or stakeholders. For or employees.
We believe that or people's talent is what creates or world-class service. Allfnds' employees are high performers and team players who live or core vales. We encorage them to grow professionally and personally, and to stretch themselves to achieve their goals.
What yo will find when working at Allfnds
We believe in
All for Excellence All of or experience and expertise, along with the passion we pt in everything we do. So, or clients, employees, and partners can cont on s for the best services.
All for Accontability We always looking to make a difference throgh or transparent and responsible attitde towards people and society.
All for Empowerment We work to continosly enhance or tools and services to make them accessible to or clients.
All for Inspiration People are or driving force and helping them to reach their goals is or biggest motivator. That is why we aim to adapt to their needs and wants, accompany them on their jorney, and inspire them to reach their dreams.
If yo believe yo match these vales, we look forward to meeting yo.
Diversity, Eqity and Inclsion
For Allfnds, Hman Capital is at the heart of the company's strategy and reslts, as well as part of or ESG strategy. DEI, represents the acronym of Diversity, Eqity and Inclsion and how we nderstand it within or grop. For Diversity Allfnds incldes ways in which people differ, encompassing the different characteristics that make one individal different from another. For Eqity Allfnds encompasses the policies and practices sed to ensre fair treatment, opportnity, and advancement for all employees. For Inclsion Allfnds creates a working environment in which any individal can be and feel welcomed, respected, spported, and valed.
Throgh DEI, Allfnds fosters a cltre that recognizes and minimizes bias.
Sonds interesting?
Please take a closer look...
We are looking for
Profile:
-Minimm 5 years of relevant experience in Financial Instittions, experience in FndIndstry is an asset
- Client-focsmindset & Experience in Client commnication (at least years)
- Knowledgeof MS Office on basic level
- Excellent commnication, interpersonal, and presentation skills
- Ability to co-operate and inflence others withot having a direct reporting line
- Ability to bild strong and sstainable relationships with stakeholders
- Analytical thinking and attention to details
- Self-motivation, willingness to learn, passion for development in Client service area
- Project-related experience will be an asset
- Knowledge of Allfnds systems and data related to operational activities will be an asset
- Flent English
- Additional langage (Spanish, German, French, Italian) will be an asset
Yor role in the team
Abot theDepartment
Platinm Client Services Team (PCS) is a dedicatedteam servicing Allfnds' strategic clients. The team is an integral partof end-to-end Service Delivery to clients, partnering closely with internalstakeholders and external clients. Reglar client contact necessitatesappropriate client mindset and great commnication skills. Complex client needsreqire finding soltions in a time sensitive manner to achieve desiredotcomes.
The objectives of the Platinm Client Services Team:
- Deliver sperior client experience
- Proactively improve established processes to ensreclient service satisfaction (ex. Incident Management)
- Strengthen the cooperation between internal teams toimprove qality and response time to clients
The team aims at improving commnication bothinternally and externally, set clearer roles and responsibilities to betteralign resorces to bild stronger client relationships, enhance the Allfndsbrand and reptation, ensre greater revene retention and provide for more newbsiness opportnities.
De to the expansion of Clients nder coverage, we're looking for new Senior Team Members to join or s.
Abot the Role
Key responsibilities inclde:
- Establish and maintain excellent relationship with Platinm Clients by ensring high level of service delivery
- Spport development of services and processes to address Clients' needs and proposing ideas for service improvements
- Take part in/coordinate varios initiatives by being an intermediary between Clients and different internal stakeholders (Operations, IT, Compliance, Treasry etc.)
- Cooperate closely with internal Teams across all Allfnds' locations
- Participate in varios meetings, workshops with Clients (incl. operational reviews/isses resoltions/De Diligence,training sessions etc.)
Yo mst expect
A competitive pay and attractive benefits package.
On-going development opportnities in a mltinational environment that will inspire yo to grow professionally and personally.
Wide variety of projects and tasks, ambitios goals, and independence in achieving them.
Flexible working conditions
Modern office in a convenient location.