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Transfer Agency Shareholder Service Senior Representative

Brown Brothers Harriman

  • Kraków, Lesser Poland
  • offer expired a month ago
  • contract of employment
  • full-time
  • senior specialist (Senior), expert
  • hybrid work
  • remote recruitment

Brown Brothers Harriman

Stanisława Klimeckiego 1



Your responsibilities

  • Process and validate all inquiries within agreed internal and external Service Level Agreement’s.

  • Ensure all inquiries are logged into the query management database, follow up inquiries that remain unresolved outside of agreed Service Level Agreement’s and review with the Supervisor or Manager any issues requiring escalation.

  • Validate and approve related tasks including but not restricted to client reporting.

  • Effectively handle special processing situations including exceptions that require strong oversight.

  • Actively participate and work with the Client Service Managers and Production Support in the launch of any incremental business.

  • Ensure the preparation of any mailings required for internal or external vendors.

  • Ensure terms of Funds prospectus are being always adhered to.

  • 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.

  • Complete month end reporting internally and externally.

  • Remain knowledgeable of changing industry initiatives (attend to presentations, work sessions & personal effort) and educate clients continually through presentations.

  • Establish solid contacts with all areas and all levels at clients’ organizations as well as inter departmental.

Our requirements

  • Bachelors degree and/ or equivalent work experience.

  • Minimum of 1-3 years of Transfer Agency, Fund Accounting, or other fund industry experience is a plus.

  • Prior experience working in a client servicing focused work environment.

  • Attention to detail and proven ability to handle complexity.

  • Ability to multitask and to manage competing priorities given broad portfolio of clients.

  • Ability to work effectively under pressure and demonstrate initiative.

  • Proven ability to communicate effectively in English both verbally and in writing.

  • Proven ability to adapt to change and problem solving.

  • Good knowledge of standard Office applications (Word, Excel and PowerPoint).

  • Knowledge or prior experience of payments systems and reconciliations systems and or Multifonds is an advantage.

What we offer

  • 2 additional days added to your holiday calendar for Culture Celebration and Community Service.

  • Private medical care for you and your family.

  • Life Insurance.

  • Hybrid Working Opportunities.

  • Professional trainings and qualification support.

  • Thrive Wellbeing Program.

  • Online benefit platform.

  • Contracts for an indefinite period of time with no probation period.


  • sharing the costs of sports activities

  • private medical care

  • sharing the costs of professional training & courses

  • life insurance

  • integration events

  • employee referral program

  • charity initiatives

  • extra leave

Join us as a Transfer Agency Shareholder Service Senior Representative:

Brown Brothers Harriman is currently recruiting Transfer Agency Shareholder Service Senior Representative to join our Transfer Agency team. In this role you will be responsible for the processing of all internal and external enquirers and other related tasks for the funds for which BBH acts as Registrar. Specifics responsibilities include assisting the Manager, Team Leader and/or Supervisor with the review and authorization of processing as directed, be the key contact for client, investor or inter-departmental queries arising.

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

Brown Brothers Harriman

Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia.

BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives.

This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence.

As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.

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