Hybrid Client Service Lead — Finance Data & Escalations

Brown Brothers Harriman & Co.; Kraków; Hybrid; PLN 90,000 - 150,000; Full time

Benefits offered by this job

Culture Celebration Day

Community Service Day

Private medical care

Life Insurance

Employee Assistance Program

Professional trainings

Wellbeing Program

Social Fund platform

Onboarding Program for new hires

Job summary

Brown Brothers Harriman (BBH) in Kraków is seeking a Lead Client Service Representative to ensure accurate and timely data delivery and to serve as escalation point for complex client issues. Your corporate, equity, fixed-income knowledge, as well as analytical skills will enable you to multi-task in a fast-paced environment, driven to produce responses across all segments.

To be successful, you will need to be highly communicative and detail oriented, to think on your feet, to be able to juggle

Qualifications

• BS/BA degree and/or equivalent work experience
• Minimum of 3 to 4 years related custody experience
• Prior experience working in a client servicing focused work environment
• Working knowledge of corporate actions, equity, fixed income
• 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
• Comprehensive working knowledge of Microsoft Office products
• Technical proficiency in internal and/or web-based systems a plus

Responsibilities

• Fields and responds to client inquiries and escalated issues and serves as the point person for senior level client contacts
• Coordinates and follows up on client meetings and deliverables
• Works closely with internal clients in Operations and Treasury and Markets to ensure timely resolution of external client inquiries and improvement of service levels
• Serves as a key point of contact for external clients with regard to daily servicing inquiries
• Develops key internal relationships to proactively aid in the resolution of client issues
• 1st point of contact for the team members in complex cases, shares knowledge and expertise to support closure of cases
• Back up for the supervisor, leads daily pulse checks, and other team meetings, assigns tasks, monitors daily volume and team's workflow, escalates to TL
• Leads projects and tasks related to owned Client Relationships
• Leads projects related to new activities for the team or client within the scope, including new client requirements, conversions in/out etc.
• Drives knowledge and development in Client Service department by organizing trainings, sharing knowledge etc.

Skills

Client servicing

Communication

Attention to detail

Prioritization

Education

BS/BA degree

Tools

Microsoft Office

Internal systems

Job description

Brown Brothers Harriman (BBH) in Kraków is seeking a Lead Client Service Representative to ensure accurate and timely data delivery and to serve as escalation point for complex client issues. Your corporate, equity, fixed-income knowledge, as well as analytical skills will enable you to multi-task in a fast-paced environment, driven to produce responses across all segments.

To be successful, you will need to be highly communicative and detail oriented, to think on your feet, to be able to juggle