Junior Transfer Agency Shareholder Service Representative

Brown Brothers Harriman & Co.; Kraków; Hybrid; PLN 78,000 - 112,000; Full time

Benefits offered by this job

Private medical care

Life Insurance

Employee Assistance Program

Professional trainings and development

Wellbeing Program

Onboarding program

Job summary

Brown Brothers Harriman (BBH) invites applications for a Junior Transfer Agency Shareholder Service Representative in Kraków. The role focuses on processing inquiries for funds BBH acts as Registrar and supporting day-to-day Transfer Agency operations.

You will work with experienced teams to ensure high-quality client service, timely reporting, and compliance with SLAs. A Bachelor’s degree and English proficiency are required; hybrid work model applies.

Qualifications

• Bachelor's degree required; Master preferred or equivalent experience.
• English proficiency (C1) with 0.5–2 years in Transfer Agency or related financial services.
• Strong customer service orientation and willingness to learn.
• Good attention to detail and accuracy.
• Ability to manage multiple tasks and priorities.
• Team oriented with ability to meet deadlines.
• Strong communication skills in English.
• Familiarity with MS Office applications.

Responsibilities

• Process inquiries within internal and external SLAs.
• Log inquiries in the query management system and follow up with seniors.
• Assist with client reporting and daily operations.
• Support non-routine processing and issue resolution.
• Collaborate with Client Service Managers and Production Support.
• Prepare mailings and communications for recipients.
• Ensure compliance with fund prospectus requirements.
• Maintain accuracy and deadlines.

Skills

Customer service orientation

Attention to detail

Multitasking

Teamwork

English proficiency

Problem solving

Adaptability

Education

Bachelor's degree

Master's degree preferred

Tools

MS Office: Word

MS Office: Excel

MS PowerPoint

Transfer Agency systems (Multifonds)

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 Junior Transfer Agency Shareholder Service Representative!

Brown Brothers Harriman is currently recruiting a Transfer Agency Shareholder Service Representative to join our Transfer Agency team.

In this role, you will be responsible for processing internal and external inquiries and supporting related activities for the funds for which BBH acts as Registrar. You will work closely with experienced team members, assisting with day-to-day operations and helping to ensure a high level of service for clients, investors, and internal stakeholders.

On this position you will be responsible for:

• Process inquiries within agreed internal and external Service Level Agreements (SLAs).
• Ensure inquiries are logged in the query management database and follow up on outstanding items under the guidance of senior team members.
• Assist with client reporting and other operational tasks.
• Support the handling of non-routine processing items and help escape issues when appropriate.
• Cooperate with Client Service Managers and Production Support teams on new business initiatives.
• Prepare mailings and communications for internal or external recipients.
• Ensure fund prospectus requirements are followed in daily processing activities.
• Maintain a high level of accuracy and meet established deadlines.
• Follow established policies and procedures and raise opportunities for process improvements.
• Assist with month-end reporting activities.
• Develop knowledge of industry trends and participate in training sessions and presentations.
• Build effective working relationships with colleagues, clients, and other stakeholders.

What we’re looking for:

• Bachelor's and preferably Master degree and/or equivalent work experience.
• English C1 0,5–2 years of experience in Transfer Agency, Fund Accounting, Financial Services, or a related field.
• Strong customer service orientation and willingness to learn.
• Good attention to detail and accuracy.
• Ability to manage multiple tasks and priorities.
• Ability to work effectively in a team environment and under deadlines.
• Good verbal and written communication skills in English.
• Problem-solving attitude and willingness to adapt to change.
• Good knowledge of Microsoft Office applications (Word, Excel, and PowerPoint).
• Knowledge of Transfer Agency systems, payment systems, reconciliations, or Multifonds would be an advantage but is not required.

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.

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 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 are 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.