Client Service Supervisor - Custody, Alternatives

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

Benefits offered by this job

Culture Celebration Day

Private medical care

Life Insurance

Employee Assistance Program

Professional trainings and 6

Wellbeing Program

Online Social Fund platform

Social, sport and integration events

Onboarding Program for new hires

Diverse experiences

Job summary

Brown Brothers Harriman & Co. in Kraków is seeking a detail-oriented professional for the Alternatives Custody Team to independently resolve client inquiries related to account management and oversee daily operations for accuracy and timeliness.

The role requires at least 4 years in finance, strong analytical skills, and a client-focused mindset. Hybrid work model: 3 days in the office / 2 days remote; emphasis on KPI reporting and proactive issue resolution.

Qualifications

• BS/BA degree or equivalent work experience.
• At least 4 years of professional experience in finance, custody or similar fields, English language proficiency B2+/ C1.
• Prior experience coordinating work, writing procedures, training others.
• Strong analytical skills.
• Strong client focus.
• Self-motivated with the ability to manage multiple projects.
• Ability to work in a dynamic environment and with strict deadlines.
• Risk awareness, including data protection.
• Comprehensive knowledge of Excel.

Responsibilities

• Independently resolve and oversee the Clients’ inquiries related to account management.
• Day to day management of operations, ensuring accuracy, timeliness and completeness of all client related tasks.
• Act as the primary point of escalation for Clients, Account Managers, Client Service Group, for any issues and proactively manage the resolution process with frequent updates and satisfaction measures.
• Review and discuss issues requiring escalation to Team Leader/Manager.
• Prepare clients’ and internal KPIs.
• Proper identification of potential problems with account management and payment settlements.
• Carrying out any updates on the account set up.
• Dealing with account life cycle inquiries.
• Ensure clear communication among team with respect to all timetables and workflow.
• Assist in special projects to improve the efficiency, quality and accuracy of work performed by the team.

Education

BS/BA degree and/or equivalent work experience

Tools

Excel

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

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

About the team

We are experiencing growth in the Alternative Investments business as the industry is also seeing growth in this segment. The Alternatives Custody Team is responsible for responding to clients’ inquiries related to cash activity as well as account maintenance. As the team is in direct contact with the clients daily, great focus on client experience is a must. We are looking for someone who is driven to get things done and views obstacles as an exciting challenge that demands an innovative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in providing trusted value. In our team, you will be responsible for: Independently resolve and oversee the Clients’ inquiries related to account management; Day to day management of operations, ensuring accuracy, timeliness and completeness of all client related tasks; Act as the primary point of escalation for Clients, Account Managers, Client Service Group, for any issues and proactively manage the resolution process with frequent updates and satisfaction measures; Review and discuss issues requiring escalation to Team Leader/Manager; Prepare clients’ and internal KPIs; Proper identification of potential problems with account management and payment settlements Carrying out any updates on the account set up Dealing with account life cycle inquiries Ensure clear communication among team with respect to all timetables and workflow; Assist in special projects to improve the efficiency, quality and accuracy of work performed by the team.

Qualifications

1. BS/BA degree and/or equivalent work experience;
2. At least 4 years of professional experience in finance, custody or similar fields, English language proficiency B2+/ C1;
3. Prior experience in coordinating work, writing procedures, training others;
4. Strong analytical skills;
5. Strong client focus;
6. Self-motivated, capable of monitoring and completing a variety of projects simultaneously;
7. Ability to work in a dynamic environment and with strict deadlines;
8. Risk awareness, including data protection.;
9. Comprehensive knowledge of Excel.

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.

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 is 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.

Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. BBH works with leading asset managers, financial institutions, private businesses and their owners, wealthy families, and sophisticated institutional investors. As a private partnership, we are uniquely built to put clients first and create success that lasts. We believe our success starts with yours.

At BBH, partnership is more than just a form of ownership—it’s our approach to business and relationships. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice. 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. No matter where you sit in the organization, everyone is empowered to contribute their ideas and perspective. BBHers can pick up the phone and call any colleague, and they are happy to help – which is why expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. Delivering for our clients and each other energizes us. 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. 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 actively involved in the day-to-day business, taking the time to provide guidance and mentoring to build the next generation of BBHers.

With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.