Marek Panszczyk Email & Phone Number

Dublin City, County Dublin, Ireland

County Dublin, Ireland

Manage and oversee daily workflows for 7 high profile clients,Maintain and foster client relationships by actively providing in depth daily client supportincluding face to face meetings, service and conference calls and due diligence meetings,Deliver product service knowledge and technical assistance, resolving complex queries in anefficient and timely manner,Manage client migration and de-conversionsActively liaise with other internal areas of the business to seek resolution of client queries andrequests,Establish and maintain effective working relationships with the Fund Accounting, BusinessDevelopment, Client Relations and Compliance departments,Contribute to the audit process ensuring timely and successful completion of fund audits.Actively monitor effectiveness of both team and relevant processes by seeking solutions, proposingimprovements and sharing ideas,Prioritize and delegate development assignments and tasks to team,Mentor and provide assistance, guidance and support to junior members of the team to bringthem to a high standard of knowledge and quality.Foster zero error environment and further automation of the processes through improvement andadherence to the procedures and company policies,Ensure all internal procedures are operationally sound, up to date and adhered to, with anemphasis on risk reduction and compliance issues,Actively assisted in TA system migration (system upgrade) with the focus on ensuring no negativeimpact on client deliverables,Excellent understanding of NTAS system architecture and functionality that helps the team to dealwith queries effectively and accurately,Outstanding oversight of the non-standard and complex processes for two biggest clients.Contribute to operational, client, risk, audit and regulatory meetings as required, ensuringcommunication is open,Communicate relevant information up and down the line and escalate where necessary.

Dublin

Work with high profile and demanding clients,Maintain relationship and communication with clients and investors,Actively support and assist the Hong Kong and Singapore Fund Accountants and Hong Kong TAteam,Supervise administrators to ensure the accurate and timely processing,Deal with complex fund structures - master feeder, multi series funds, side pockets, etc.Respond to investors' queries in a timely and effective manner,Proactive approach towards process improvements, responsible for creating and keeping up-to-datefunds’ exception log,Prepare monthly funds’ KPIs and report cards,Deal with multiple service centers in Wexford, Wroclaw, Luxembourg, Chennai, Hong Kong,Singapore and Delaware.

Dublin City, County Dublin, Ireland

Dublin

Process subscriptions, redemptions, transfers and switches: ensure receipt of anti-moneylaundering documentation, required notice period has been given, enter trades on NTAS, dailyreconciliation of DDA, verify source of funds;Liaise with fund accountants and middle office administrators;Generate and distribution of monthly investor statements and contract notes in accordance withservice level agreements.

Kraków Area, Poland

Member of transition team in The Netherlands, Utrecht, responsible for taking over andimplementation of the new processes and workflows.

Kraków Area, Poland

Member of a team responsible for: - launching new help desk for the credit cards holders; - taking over and settle payment cards authorization center for BPH Bank; - providing over-the-phone customer service including English speaking customers; - dealing with wide range of customer queries applying diplomacy and assertiveness; - preparing and carrying out training sessions for newly employed agents.

Master'S Degree, Economics

Bachelor'S Degree, Banking And Finance