Client Fulfilment Service Team Officer

Join us and help ensure smooth communication with customers of a huge financial institution!

Warsaw-based opportunity with the possibility to work in hybrid model

As a Client Fulfilment Service Team Officer, you will be working for our client, a leading global financial institution, supporting their Private Banking division. You will play a crucial role in ensuring seamless client communication and efficient document management across various regions. This involves managing key client-facing processes, collaborating with internal stakeholders, and contributing to continuous process improvement initiatives.

Your main responsibilities: Maintain the Bank’s document inventory through periodic reviews and ad-hoc requests

• Update and manage electronic documents within the central repository
• Coordinate and execute multiple client bulk communication campaigns
• Collaborate with internal business requestors to understand their needs, advise on efficient solutions, and ensure smooth execution
• Collect, review, and validate communication elements (materials, distribution lists, approvals) to ensure compliance with internal guidelines
• Work with internal partners, such as technology teams, to resolve ad-hoc issues and enhance existing functionalitie
• Proactively identify and address system errors, data gaps, and other deficiencies
• Contribute to projects and initiatives aimed at optimizing the client experience
• Share best practices and drive client-centric solutions within the team

You’re ideal for this role if you have:

• Proficiency in Microsoft Office, especially MS Excel (pivot tables, lookups, ifs)
• Strong analytical and problem-solving skills
• Excellent verbal, written, and interpersonal communication skills
• Ability to understand and adapt to new digital systems quickly
• Strong attention to detail and accuracy
• Experience in working with individuals at all levels of an organization
• Ability to prioritize tasks, manage multiple deadlines, and work independently
• Proactive and self-driven with a strong sense of initiative
• Team player with excellent collaboration and interpersonal skills
• A degree in Business Management or a related field (other qualifications will be considered)
• Experience in banking or wealth management (desirable)
• Ability to cope with ambiguity and adapt to change effectively
• Good time management and organizational skills
• Fluency in spoken and written English

#GETREADY  to meet with us!

We would like to meet you. If you are interested please apply and attach your CV in English or Polish, including a statement that you agree to our processing and storing of your personal data. You can always also apply by sending us an email at recruitment@itds.pl.

Internal number #6280