Client Service Subject Matter Expert – Custody

Brown Brothers Harriman; Kraków; Hybrid; PLN 120,000 - 180,000; Full time

Benefits offered by this job

Culture Celebration Day

Community Service Day

Private medical care

Life Insurance

Employee Assistance Program

Professional trainings and qualif. 지원

Wellbeing Program

Online Social Fund platform

Social, sport and integration events

Onboarding Program

Job summary

Brown Brothers Harriman in Kraków is seeking a Client Service Subject Matter Expert - Custody to serve as the go-to expert for custody and account processing, coordinating with clients and internal teams. This expert-level role (grade 7) requires a minimum of 3–5 years custody experience and strong English proficiency.

The position offers a hybrid work model (3 days in the office) and opportunities to lead, train, and improve service levels with cross-functional teams.

Qualifications

• BS/BA degree or equivalent work experience.
• 3–5 years related custody experience.
• Prior experience in a client servicing focused environment.
• Proficiency in English language.
• Good working knowledge of Excel.

Responsibilities

• Act as the Subject Matter Expert for custody and account processing activities, and as the first point of escalation for the team.
• Respond to complex inquiries and escalated issues.
• Participate in meetings and contribute to key deliverables.
• Work closely with internal teams to ensure timely resolution of client inquiries and to improve service levels.
• Serve as a key point of contact for clients and internal teams on daily servicing inquiries.
• Use relevant internal technology solutions to manage client requests effectively and efficiently.
• Coordinate new business and product implementations and conversions.
• Review client feedback to identify trends and gaps, and propose solutions to reduce errors and inquiries.
• Support management in implementing policies, procedures, and controls.

Skills

Custody expertise

English proficiency

Excel skills

Multitasking

Communication skills

Analytical ability

Proactivity

Leadership

Education

BS/BA degree or equivalent

Job description

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Location: Kraków

Type of work: Full time

Hybrid model: Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old

Join us as a Client Service Subject Matter Expert - Custody!

This is an expert-level role at grade 7. The Client Service Subject Matter Expert - Custody is the go-to expert for custody and account processing activities. In this role, you will serve as a primary point of contact for clients and internal teams on complex inquiries and escalations. You will support the Supervisor in resolving inquiries and act as a knowledge resource for team members, providing processing expertise and back-up as needed.

On this position you will be responsible for:

• Acting as the Subject Matter Expert for custody and account processing activities, and as the first point of escalation for the team.
• Responding to complex inquiries and escalated issues.
• Participating in meetings and contributing to key deliverables.
• Working closely with internal teams to ensure timely resolution of client inquiries and to improve service levels.
• Serving as a key point of contact for clients and internal teams on daily servicing inquiries.
• Using relevant internal technology solutions to manage client requests effectively and efficiently.
• Participating in the coordination of new business and product implementations and conversions.
• Reviewing client feedback and inquiries to identify trends, using these insights to find gaps, train clients and internal teams, and propose solutions that reduce errors and inquiries.
• Supporting management in implementing policies, procedures, and controls.

What we’re looking for:

• BS/BA degree and/or equivalent work experience.
• Minimum of 3 to 5 years related custody experience.
• Prior experience working in a client servicing focused work environment.
• Proficiency in English language
• Ability to prioritize and quickly resolve client needs.
• Ability to multitask, prioritize assignments and work quickly and accurately in a deadline- oriented environment.
• Ability to communicate effectively with both verbal and written skills.
• Good working knowledge of Excel.
• Analytical ability.
• Proactivity, and objective oriented.
• Strategic thinking.
• Enthusiastic leadership skills and ability to engage other.
• Working knowledge of custody account opening process is a plus.

What we offer:

• To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance
• Private medical care
• Life Insurance
• Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.
• Professional trainings and qualification support
• Wellbeing Program
• Online Social Fund benefit platform
• Social, sport and integration events
• Onboarding Program for new hires

We value diverse experiences.

We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas.

Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation.

As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to-day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.