Junior Transfer Agency Shareholder Services Associate

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

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.