Investor Onboarding Specialist

Brown Brothers Harriman; Polska; On-site; PLN 40,000 - 65,000; Full time

Job summary

A premier global financial services firm is seeking an Investor Onboarding Representative in Poland, Województwo śląskie. The role involves conducting due diligence checks on shareholder accounts, ensuring accuracy, and maintaining high client satisfaction. Candidates should have strong analytical skills, be fluent in English, and possess knowledge of fund management systems. The company offers a diverse range of benefits, including private medical care and professional training opportunities, fostering a culture of continuous learning and development.

Benefits

Private medical care

Life insurance

Employee Assistance Program

Professional trainings

Wellbeing program

Online social fund benefit platform

Social and sport events

Onboarding program for new hires

Qualifications

• Strong aptitude for analysis and accurate organization.
• Ability to work quickly and accurately under pressure.
• Fluency in English is mandatory.

Responsibilities

• Drive due diligence checks on shareholder accounts.
• Maintain accounts across the TA global registers.
• Ensure policies and procedures are adhered to.

Skills

Analytical skills

Organizational skills

Effective communication

Attention to detail

Problem-solving

Tools

Microsoft Excel

Job description

A premier global financial services firm is seeking an Investor Onboarding Representative in Poland, Województwo śląskie. The role involves conducting due diligence checks on shareholder accounts, ensuring accuracy, and maintaining high client satisfaction. Candidates should have strong analytical skills, be fluent in English, and possess knowledge of fund management systems. The company offers a diverse range of benefits, including private medical care and professional training opportunities, fostering a culture of continuous learning and development.