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Client Fulfilment Service Team Officer

  • Hybrid/On-site
  • English
  • Banking

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

Benefits

Access to +100 projects
Access to Healthcare
fintech-delivery
Access to Multisport
Training platforms
Access to Pluralsight
Make your CV shine
B2B or Permanent Contract
Flexible & remote work
Flexible hours and remote work