Operations Specialist - Mutual Funds Services Account Opening

Brown Brothers Harriman & Co.; Kraków; Hybrid; PLN 120,000 - 180,000; Full time

Benefits offered by this job

Culture Celebration Day

Community Service Day

Private medical care

Life Insurance

Employee Assistance Program

Professional trainings and support

Wellbeing Program

Online Social Fund platform

Social, sport and integration events

Onboarding Program

Job summary

Brown Brothers Harriman (BBH) is seeking a Lead Specialist to join our Account Opening team in Kraków. You will gather and analyze information, prepare documentation for opening and maintaining accounts with transfer agencies, and update internal systems while communicating with funds, transfer agents, and vendors.

The role requires at least 1 year of work experience, strong English skills (C1), and the ability to multi-task and meet deadlines under pressure.

Qualifications

• 1+ years of work experience.
• Investment Funds knowledge and/or custody operations understanding is an advantage.
• Strong English skills (C1).
• Research, analysis, and problem resolution skills.
• Ability to communicate professionally through effective verbal and written skills.
• Organizational skills and detail oriented.

Responsibilities

• Gather and analyze information; prepare documentation for opening and maintaining accounts with transfer agencies.
• Update internal systems; communicate with funds, transfer agents, vendors.
• Provide updates to the client throughout the account opening process.
• Prepare different kinds of reports.
• Prioritize tasks and work under time pressure.

Skills

English (C1)

Research & analysis

Problem solving

Organizational skills

Teamwork

Tools

MS Office

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

About the team:

Brown Brothers Harriman is currently recruiting Lead Specialist to join our Account Opening team.

In this role you will be responsible for gathering and analyzing information; preparing documentation for opening and maintaining accounts with transfer agencies; updating internal systems; communicating with funds, transfer agents, vendors; providing updates to the client throughout account opening process; preparing different kinds of reports.

In our team, you will be responsible for:

• Act as SME in your team: analyze Fund’s official documents, application forms, contract notes and be able to use information to prepare documents required to open and maintain accounts with transfer agencies, prepare reports, take leadership in different production cases.
• Check the documentations prepared by the other specialists in the team.
• Ensure daily tasks are met consistently with high quality and timeliness.
• Prioritize tasks accordingly and be able to work under time pressure.
• Identify, communicate, and properly escalation potential issue and cases with high exposure.
• Communicate professionally and constructively with internal and external parties via email, phone or in direct conversion.
• Utilize and operate all tools and technology appropriate to the role.
• Provide training and assisting in development of new team members.
• Constantly seek opportunity to improve efficiency and reduce risk.
• Assist in creating and updating procedures as needed.

What we’re looking for:

• 1+ years of work experience.
• Investment Funds knowledge and/or custody operations understanding is an advantage.
• Strong English skills (C1).
• Research, analysis, and problem resolution skills.
• Ability to communicate professionally through effective verbal and written skills.
• Organizational skills and detail oriented.
• Ability to multi-task and adjust to competing priorities.
• Ability to work in a team.
• Ability to meet deadlines and work under pressure.
• Ability to adapt to dynamic work environment.
• General knowledge of MS Office.

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.

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 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.