Marcin B. Email & Phone Number

Kraków, PL

Kraków, Woj. Małopolskie, Polska

• End‐to‐end account openings processing: preparation of fundsdocumentation in line with TA’s/FMC requirements and regulations, contactingclient for missing information, account openings finalization in TA’s books.
• Communicating with external market providers (TAs, FMCs) around theworld via e‐mail and phone to ensure smooth account opening process,handling escalations.
• Updating internal systems and providing timely updates for clients… Show more
• Updating internal systems and providing timely updates for clients regardingtheir account openings, remediation or inserted trades statuses.
• Controlling of accuracy and quality of colleague’s work and prepareddocumentation to ensure that they are in compliance with fund’s policies andregulations.
• Being a task owner and point‐of‐contact for colleagues working with thehigh‐net‐worth clients. Preparing reports and statistics for owned task, leadinginternal meetings as a POC and part of account opening team.

Kraków, Woj. Małopolskie, Polska

• Administering day-to-day management of the AMEX Corporate Card program through whole cycle: handling the new card application process, ensuring card usage comply with policy, delinquency and aging status management.
• Providing ongoing cardholder support as well as responding to queries related to Concur & Traveldoo tools; resolving requests raised via My Services… Show more
• Providing ongoing cardholder support as well as responding to queries related to Concur & Traveldoo tools; resolving requests raised via My Services ticketing system, e-mails or calls; maintaining SLA in tickets.
• Performing delinquent accounts reconciliations; identifying and reporting fraudulent incidents to mitigate risk of card policy violations; month end reporting and data processing
• Creating and maintaining relevant policies and standard operating procedures related to corporate cards program administration Show less

Kraków, woj. Małopolskie, Polska

• Managing daily administration tasks relating to the client’s scheme - processing of employee’s benefits; providing information about costs, used covers and covered dependents; changes in data on request of employee.
• Monthly payroll and provider files processing - ensuring that benefit deductions in reports are accurate, identifying discrepancies and highlighting errors on produced files
• Testing system settings and functionality; checking reports based on the… Show more
• Testing system settings and functionality; checking reports based on the requirements; making sure specifications and documents are written consistently; creating scenarios for internal and external acceptance testing.
• Working on new client implementation and internal projects
• New joiners training in the use of company system and understanding documentation; guidance on benefits topics and issues

• Guaranteeing friendly and professional customer service as well as efficient work of subordinates; personnel optimization using KPIs as productivity indicator control
• Motivating employees and providing constructive feedback on a regular basis - evaluation interviews; cooperation with superiors, setting future goals and assumptions - follow-up visits; analyzing sales results and.
• Facility management, technical maintenance of the facility… Show more
• Facility management, technical maintenance of the facility and care for a positive company image
• Responsibility for the efficient conduct of sales processes and commodity economy; implementing changes and concepts
• Maintaining optimal inventory level, ensuring a positive inventory result; Annual and periodic inventories

Professional Certificate In International Investment Fund Services, The Institute Of Banking

Modules: - Introduction to Investment Funds - Depositary Functions and Transfer Agency - Fund Accounting and Valuation for International.

No Title, Exploitation Of Liquid Minerals Reservoirs

Bachelor Of Science (Bsc), Oil And Gas Engineering