Beneficial Shareholder Reporting Specialist Beneficial Shareholder Reporting Specialist …

State Street
in Gdańsk, Pomorskie, Poland
Permanent, Full time
Be the first to apply
State Street
in Gdańsk, Pomorskie, Poland
Permanent, Full time
Be the first to apply
State Street
Beneficial Shareholder Reporting Specialist
  • Individual Accountabilities:
    • Deliver highly valued services to clients to ensure quality services are consistently delivered and clients are offered State Street's full range of services as their needs and our services evolve.
    • Manage daily calls and emails for various inquiries, change requests, etc. from clients and Staff.
    • Ensure superior client satisfaction by acting as an advocate for clients and ensuring client issues are satisfactorily resolved. Proactive identification of client needs and potential internal issues impacting client satisfaction.
    • Report to client periodically (monthly, quarterly, annually) with reporting format defined by the client.
    • Display and provide expertise in Beneficial Shareholder Reporting area.
    • Attend knowledge and training sessions for reporting requirements as they evolve.
    • Administer a considerable volume of beneficial shareholder requests by security issuers or their agents.
    • Analyze the requests for validity based on a legal summary of disclosure requirements.
    • Review all output for completeness and accuracy.
    • Regularly and effectively communicate statuses to issuers and their agents.
    • Provide periodic metrics of productivity.
    • Monitor Global Market Bulletins and notify client of any new requirements.
    • Promote and complete all activities in line with internal standards (SOPS, Job Aids etc.).
    • Lead/collaborate with others to drive success of team/department/organization.
    • Proactively share and promote new ideas to support process improvements and changes to team processes.
    • Respond in a timely manner to internal/external issues and queries.
    • Manage own continued professional development.
    • Manage own performance through engaging in the PPR process and attending relevant training , e.g. as per the development pathways.
    • Accountable for quality, accuracy and timeliness of results.
    • Ensure team is achieving accuracy and meeting pre-determined deadlines.
    • Effective messaging and communication.
    • Perform other duties as required.
  • Shared Accountabilities:
    • Work in conjunction with staff as well as other business units, shared services/COEs, outsource partners, external clients as needed to resolve issues/discrepancies and ensure client satisfaction through seamless processing, accuracy, and adherence to all SLAs/internal standards/guidelines.
    • Liaise with COE's, shared service teams and other business units as required to escalate and resolve client's service/ operational issue.
    • Internally focused and held accountable for making sure that functions and tasks are performed accurately and in accordance with defined time frames and client requirements.
    • Typically has daily contact with Sub-custodians, Client Service, Client Management, COEs and BU Shared Service teams. Consults with manager where clarification or exception to policy may be required.
  • Experience / Qualification / Key Skills / Attributes:
    • Bachelor's Degree required.
    • Minimal level of legal experience is preferred.
    • Working knowledge of various Microsoft applications including but not limited to Word and Excel.
    • Very strong critical thinking and decision making skills.
    • Strategic and analytical skills to develop effective client engagements.
    • Good external and internal communication skills, Interpersonal and negotiation skills.
    • Administrative and organizational skills to effectively manage operational requests and issues.