Junior Client Service Representative in the Alternatives Custody Team

Brown Brothers Harriman; Polska; On-site; PLN 30,000 - 45,000; Full time

Job summary

A premier global financial services firm is seeking a Junior Client Service Representative in Kraków, Poland. This role involves analyzing clients' legal documents, managing inquiries related to cash, and ensuring client satisfaction. Candidates should have a degree in Finance or Economics and at least one year of relevant experience. Proficiency in English is essential. The firm offers a hybrid work model, private medical care, and professional training opportunities.

Benefits

Cultural and Community Service Days

Private medical care

Life Insurance

Professional trainings

Wellbeing Program

Social events

Qualifications

• At least 1 year of professional experience in finance or related fields.
• English language proficiency B2+/C1.
• Strong administrative skills with multitasking abilities.

Responsibilities

• Analyze clients' legal documents for real estate investments.
• Resolve clients' cash management inquiries independently.
• Act as primary contact for clients regarding account issues.

Skills

Administrative skills

Analytical skills

Problem-solving

Communication skills

Teamwork

Education

Academic degree in Finance or Economics

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

Join us as a Junior Client Service Representative in the Alternatives Custody Team!

We are experiencing growth in the Alternative Investments business as the industry is also seeing growth in this segment. The Alternatives Custody Hub is responsible for completing the operational tasks relating to Asset Supervision, Account Maintenance and Cash related inquiries. The team is focused mainly on Account Maintenance and Cash servicing. 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 by providing trusted value.

Some of your key responsibilities include:

• Analysis of clients' legal documents related to real estate investments
• Independently resolve and oversee the Client’s inquiries related to cash management
• Act as the primary point of contact for Clients, Account Managers, Client Service Managers, CSG via email and phone for any cash management inquiries and proactively manage the resolution process with frequent updates and satisfaction measures
• Dealing with account closure process
• Review and discuss issues requiring escalation to Supervisor
• Carrying out any updates on the account set up
• Comply with all internal BBH policies, procedures, and best practices

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

Qualifications:

• Academic degree, preferably in Finance or Economics
• At least 1 year’s professional experience in finance or similar fields, where required knowledge and skills could have been acquired
• English language proficiency B2+/ C1
• Strong administrative skills and ability to handle multiple tasks/requests at the same time
• Highly organized, detail oriented and proactive in role
• Strong analytical skills, logical thinking
• Proven ability to solve problems and recommend solutions
• Willingness and ability to work in a client-driven, deadline-oriented environment
• Strong verbal and written communication skills
• Ability to work in a team

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.

For further information, and to apply, please visit our website via the “Apply” button below.