Mateusz Rachowicz Email & Phone Number

Cracow, Małopolskie, Poland

Providing dedicated account management for key strategic client.Coordinating process improvement as Client Service - Operations Spock.Supervision of hand-over and dedicated support for the business-specific clients.Training newcomers.Responsibility for specific products SOPs.Reconciliation of security holdings, collateral movements & balancesAssist the client to comply with market regulations (i.e. ISDA Initial Margin)Support the client with portfolio analysis in order to optimize collateral allocationCollaborate with Product, Commercial and core departments on aspects impacting Triparty activityDevelop and maintain high level of client satisfaction, proximity and loyaltyUnderstanding and awareness of the business profile and needs of clients portfolio and representing them internally Strong collaboration with Collateral Operation , Corporate Actions, New Issues, Credit, Banking and Tax teams ( in order to fully investigate client's cases)

Cracow, Małopolskie, Poland

Providing dedicated account management for key strategic clients.Ensuring adherence to security procedures as Security Ambassador (additional function)Supervision of hand-over and dedicated support for the business-specific clients.Assist the client to comply with market regulations (i.e. ISDA Initial Margin)Support the client with portfolio analysis in order to optimize collateral allocationCollaborate with Product, Commercial and core departments on aspects impacting Triparty activityDevelop and maintain high level of client satisfaction, proximity and loyaltyUnderstanding and awareness of the business profile and needs of clients portfolio and representing them internally Strong collaboration with Collateral Operation , Corporate Actions, New Issues, Credit, Banking and Tax teams ( in order to fully investigate client's cases)Reconciliation of security holdings, collateral movements & balances

Kraków Area, Poland

Manage portfolio of clients (Investment Banks, Asset Managers)Assist the client to comply with market regulations (i.e. ISDA Initial Margin)Support the client with portfolio analysis in order to optimize collateral allocationCollaborate with Product, Commercial and core departments on aspects impacting Triparty activityDevelop and maintain high level of client satisfaction, proximity and loyaltyUnderstanding and awareness of the business profile and needs of clients portfolio and representing them internally Strong collaboration with Collateral Operation , Corporate Actions, New Issues, Credit, Banking and Tax teams ( in order to fully investigate client's cases)Reconciliation of security holdings, collateral movements & balances

Kraków Area, Poland

Improvement supervisor in US Credit and Collections Team.Day to day role still resolved around managing debt and collection efforts for over 350 B2B accounts and reporting on performance to the client. In addition creating macros to improve/automatize reporting process and simplify more complex responsibilities.Involved in UAT processes related to accounting system unifications.Responsible for: - Continuous Improvement in team daily processes- Writing and updating macros used by the team- Preparation of monthly debt reports - Monthly reporting, with the client, to discuss strategy for large overdue accounts- Daily debt collection efforts such as contacting Client's customers regarding missing payments, resolving invoice disputes, sending dunning letters etc. - Close cooperation with the Client's offices in US and India in order to deal with complex issues- Providing training and support for new joiners.

Kraków Area, Poland

Member of the US Credit and Collections Team.Day to day role resolved around managing debt and collection efforts for over 350 B2B accounts and reporting on performance to the client.Responsible for: - Preparation of monthly debt reports - Monthly reporting, with the client, to discuss strategy for large overdue accounts- Daily debt collection efforts such as contacting Client's customers regarding missing payments, resolving invoice disputes, sending dunning letters etc. - Close cooperation with the Client's offices in US and India in order to deal with complex issues- Providing training and support for new joiners.

Kraków Area, Poland

Project successfully finished. Was commissioned with responsibilities below: - Coordination with owner to move work processes into computer CRM systems- Picking up most fitting CRM for the company and implementation- Digitalization of old databases and implementation to new systems- Digitalization of old archives