Dawid Sobczyk Email & Phone Number

Poland

Kraków, Woj. Małopolskie, Polska

-performing funds maintenance tasks and effectively resolve fund-related issuesto ensure client satisfaction-reviewing documentation for accuracy and compliance and providing generaladministrative support-collaborating with the account opening team and the market opening team-coordinating with the client service team-participating in the process improvement initiatives-ensuring appropriate AML/KYC documentation is provided by the client-controlling and validating forms and documentation for fund opening,modification, and closing requests-responding promptly to client service inquiries-transfering knowledge to interns or other employees

-efficiently running and overseeing the facility-assigning tasks and responsibilities to team members-leading the recruitment process to build a skilled team-developing and implement staff training programs-managing and motivate a high-performing team-preparing the team for independent work with clients-representing the company's image to prospective clients and stakeholders-handling personal sales responsibilities and supervise sales charges-fostering collaboration and cooperation with both individual and businessclients to achieve mutual success

-active acquisition of new customers-providing customer service to existing and potential clients-negotiating and concluding contracts with customers-collaborating with both individual and business customers to address their needs-ensuring the accurate and timely completion of all required documents-handling financing contracts and providing guidance on financial aspects-assessing and providing technical qualifications for the installation ofphotovoltaic systems and heat pumps-managing, training and leading a diverse team of professionals in achievingsales goals

Kraków, Woj. Małopolskie, Polska

performing SAP-related tasks to support financial and administrative processes-managing and organize archiving of important documents-preparing documents accurately and in a timely manner-posting invoices and financial transactions with precision and attention todetail-maintaining effective communication and contact with foreign customers toaddress their needs and inquiries

Kraków, Woj. Małopolskie, Polska

-handling financial tasks in JDE (JD Edwards) and REX systems-ensuring efficient archiving and management of essential financial documents-establishing and maintain professional communication with foreign customers-posting invoices and financial transactions-entering invoices into the system with precision and attention to detail tosupport financial operations.