Junior Transfer Agency – Shareholder Services (Hybrid)

Brown Brothers Harriman; Poland; Hybrid; PLN 100,440 - 145,080; Full time

Benefits offered by this job

Private medical care

Life Insurance

Employee Assistance Program

Professional trainings and development

Wellbeing program

Onboarding program

Culture Celebration Day

Community Service Day

Job summary

Brown Brothers Harriman in Kraków is seeking a Junior Transfer Agency Shareholder Service Representative to join our Transfer Agency team. You will process inquiries and support daily operations, helping ensure a high level of service for clients, investors, and internal stakeholders.

This role offers a hybrid work model (3 days in office, 2 days for a parent of a child up to 4 years old) and a path to develop knowledge in fund administration, SLAs, and reporting, with training and mentoring

Qualifications

• Bachelor's degree and/or equivalent work experience.
• English language at least C1.
• 0.5–2 years of experience in Transfer Agency, Fund Accounting, financial services, or related field.
• Strong client service orientation and willingness to learn.
• Attention to detail and accuracy.
• Ability to manage multiple tasks and priorities.
• Teamwork and collaboration under deadlines.
• Good verbal and written English communication.
• Knowledge of Microsoft Office (Word, Excel, PowerPoint).
• Knowledge of Transfer Agency systems or Multifonds is a plus.

Responsibilities

• Process inquiries within SLAs and ensure timely follow-up.
• Log inquiries in the database and track outstanding items with seniors.
• Assist with client reporting and daily operations.
• Support non-routine processing items and expedite as needed.
• Collaborate with Client Service Managers and Production Support on new initiatives.
• Prepare mailings and communications for recipients.
• Ensure fund prospectus requirements are followed in daily activities.
• Maintain accuracy and meet deadlines.

Skills

Customer service

Attention to detail

Multitasking

Teamwork

English communication

Problem solving

MS Office

Education

Bachelor's degree

Master's degree (preferred)

Tools

Microsoft Office

Multifonds (advantage)

Job description

Brown Brothers Harriman in Kraków is seeking a Junior Transfer Agency Shareholder Service Representative to join our Transfer Agency team. You will process inquiries and support daily operations, helping ensure a high level of service for clients, investors, and internal stakeholders.

This role offers a hybrid work model (3 days in office, 2 days for a parent of a child up to 4 years old) and a path to develop knowledge in fund administration, SLAs, and reporting, with training and mentoring