Lead Client Service Representative

Brown Brothers Harriman & Co.; Kraków; Hybrid; PLN 90,000 - 150,000; Full time

Benefits offered by this job

Culture Celebration Day

Community Service Day

Private medical care

Life Insurance

Employee Assistance Program

Professional trainings

Wellbeing Program

Social Fund platform

Onboarding Program for new hires

Job summary

Brown Brothers Harriman (BBH) in Kraków is seeking a Lead Client Service Representative to ensure accurate and timely data delivery and to serve as escalation point for complex client issues. Your corporate, equity, fixed-income knowledge, as well as analytical skills will enable you to multi-task in a fast-paced environment, driven to produce responses across all segments.

To be successful, you will need to be highly communicative and detail oriented, to think on your feet, to be able to juggle

Qualifications

• BS/BA degree and/or equivalent work experience
• Minimum of 3 to 4 years related custody experience
• Prior experience working in a client servicing focused work environment
• Working knowledge of corporate actions, equity, fixed income
• Ability to prioritize and quickly resolve client needs
• Ability to multitask, prioritize assignments and work quickly and accurately in a deadline‑oriented environment
• Ability to communicate effectively with both verbal and written skills
• Comprehensive working knowledge of Microsoft Office products
• Technical proficiency in internal and/or web-based systems a plus

Responsibilities

• Fields and responds to client inquiries and escalated issues and serves as the point person for senior level client contacts
• Coordinates and follows up on client meetings and deliverables
• Works closely with internal clients in Operations and Treasury and Markets to ensure timely resolution of external client inquiries and improvement of service levels
• Serves as a key point of contact for external clients with regard to daily servicing inquiries
• Develops key internal relationships to proactively aid in the resolution of client issues
• 1st point of contact for the team members in complex cases, shares knowledge and expertise to support closure of cases
• Back up for the supervisor, leads daily pulse checks, and other team meetings, assigns tasks, monitors daily volume and team's workflow, escalates to TL
• Leads projects and tasks related to owned Client Relationships
• Leads projects related to new activities for the team or client within the scope, including new client requirements, conversions in/out etc.
• Drives knowledge and development in Client Service department by organizing trainings, sharing knowledge etc.

Skills

Client servicing

Communication

Attention to detail

Prioritization

Education

BS/BA degree

Tools

Microsoft Office

Internal systems

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

Lead Client Service Representative

Brown Brothers Harriman is currently recruiting a Lead Client Service Representative.

If you are successful in your application to the Lead Client Service Representative role, you will ensure that the firm’s clients receive accurate and timely data and serves as a point of escalation for complex client issues. Your corporate, equity, fixed-income knowledge, as well as analytical skills will enable you to multi-task in a fast-paced environment, driven to produce responses across all segments. To be successful, you will need to be highly communicative and detail oriented, to think on your feet, to be able to juggle several duties, as well as to troubleshoot with decorum.

Responsibilities

• Fields and responds to client inquiries and escalated issues and serves as the point person for senior level client contacts
• Coordinates and follows up on client meetings and deliverables
• Works closely with internal clients in Operations and Treasury and Markets to ensure timely resolution of external client inquiries and improvement of service levels
• Serves as a key point of contact for external clients with regard to daily servicing inquiries
• Develops key internal relationships to proactively aid in the resolution of client issues
• 1st point of contact for the team members in complex cases, shares knowledge and expertise to support closure of cases
• Back up for the supervisor, leads daily pulse checks, and other team meetings, assigns tasks, monitors daily volume and team's workflow, escalates to TL
• Leads projects and tasks related to owned Client Relationships
• Leads projects related to new activities for the team or client within the scope, including new client requirements, conversions in/out etc.
• Drives knowledge and development in Client Service department by organizing trainings, sharing knowledge etc.

Qualifications

• BS/BA degree and/or equivalent work experience
• Minimum of 3 to 4 years related custody experience
• Prior experience working in a client servicing focused work environment
• Working knowledge of corporate actions, equity, fixed income
• Ability to prioritize and quickly resolve client needs
• Ability to multitask, prioritize assignments and work quickly and accurately in a deadline‑oriented environment
• Ability to communicate effectively with both verbal and written skills
• Comprehensive working knowledge of Microsoft Office products
• Technical proficiency in internal and/or web-based systems a plus

Benefits

• 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.

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.

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 just 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.