TA Investor On Boarding Rep

Brown Brothers Harriman; Polska; On-site; PLN 40,000 - 65,000; Full time

Job summary

A premier global financial services firm is seeking an Investor Onboarding Representative in Poland, Województwo śląskie. The role involves conducting due diligence checks on shareholder accounts, ensuring accuracy, and maintaining high client satisfaction. Candidates should have strong analytical skills, be fluent in English, and possess knowledge of fund management systems. The company offers a diverse range of benefits, including private medical care and professional training opportunities, fostering a culture of continuous learning and development.

Benefits

Private medical care

Life insurance

Employee Assistance Program

Professional trainings

Wellbeing program

Online social fund benefit platform

Social and sport events

Onboarding program for new hires

Qualifications

• Strong aptitude for analysis and accurate organization.
• Ability to work quickly and accurately under pressure.
• Fluency in English is mandatory.

Responsibilities

• Drive due diligence checks on shareholder accounts.
• Maintain accounts across the TA global registers.
• Ensure policies and procedures are adhered to.

Skills

Analytical skills

Organizational skills

Effective communication

Attention to detail

Problem-solving

Tools

Microsoft Excel

Job description

TA Investor On Boarding Rep

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.

Transfer Agency Investor on Boarding Representative

As a Transfer Agency Investor on Boarding Representative, you’ll drive due diligence checks on all shareholder accounts within the department with the objective to achieve overall accuracy and high client satisfaction. To be successful, you’ll need to display a high degree of professionalism and integrity through your work. You will be responsible for the maintenance of accounts across the TA global registers and implement any changes including any systematic enhancements. The role will require a high level of accuracy and attention to detail.

If you are looking to push your career to the next level, introduce yourself by submitting your resume.

Some of your key responsibilities include:

• Review various static data updates instructions including banking details, distribution list updates and perform updates on the investor accounts in the core systems
• Establish solid contacts with all areas and all levels at clients’ organizations as well as inter departmental
• Keep Errors and Omissions at a strict minimum at all times and ensure deadlines are met
• Ensure that policies and procedures are adhered to on a daily basis and have this proofed and suggest changes or amendments procedures and service standards, as identified
• Remain knowledgeable of changing industry initiatives (attend to presentations from Supervisor/Manager, work sessions & personal effort-training)

Desired Qualifications:

• Strong aptitude for analysis, accuracy, organization
• Ability to work quickly and accurately under pressure
• Ability to communicate effectively with others
• Ability to identify, recommend and implement solutions
• Attention to detail and proven ability to handle complexity
• Knowledge or experience of Multifunds or other fund management systems is an advantage
• Practice knowledge of Microsoft Excel
• Fluency in English is mandatory
• Proven ability to adapt to change and problem solving

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.

For further information, and to apply, please visit our website via the “Apply” button below.