Senior Client Service Representative in Alternatives Custody Team

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: We are experiencing growth in the Alternative Investments business as the industry is also seeing growth in this segment. The Alternatives Custody Hub is responsible for completing the operational tasks relating to Account Maintenance and Cash related inquiries. The team is focused mainly on Account Maintenance and Cash servicing. We are looking for someone who is driven to get things done and views obstacles as an exciting challenge that demands an innovative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in by providing trusted value.

Some of your key responsibilities include:

• Independently resolve and oversee the Client’s inquiries related to cash management
• Advise Clients in cash transfers, providing balances, SSIs, SWIFT copies on Clients requests and in line with procedures
• Carrying out any updates on the account set up and account closures
• Analysis of clients' legal documents related to real estate investments
• Act as the primary point of contact for Clients, Account Managers, Client Service Managers, CSG via email and phone for any cash management inquiries and proactively manage the resolution process with frequent updates and satisfaction measures
• Proper identification of potential problems with payment settlement and escalations
• Acting as the role model and trainer for less experienced Team members
• Review and discuss issues requiring escalation to Supervisor/TL

Qualifications:

• Academic degree, preferably in finance or economy related field
• At least 2-3 years professional experience in finance or similar field, where required knowledge and skills could have been acquired
• Knowledge about Alternative Funds, accounts set up, cash processing, account maintenance systems
• Highly organized, detail oriented and proactive in role
• Strong relationship management skills
• English language proficiency B2+/ C1
• Strong analytical skills, logical thinking
• Proven ability to problem solving and recommending solutions
• Capable of monitoring and completing a variety of assignments with proper priority
• Willingness and ability to work in a client-driven, deadline-oriented environment
• Strong verbal and written communication skills
• Comprehensive knowledge of Excel

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.