Junior Transfer Agency Investor Relationship Representative

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

Join us as a Junior Transfer Agency Investor Relationship Representative!

Your main responsibilities, under the direction of Transfer Agency Investor Relationship Supervisor, will be to serve as a primary contact for clients and internal operational teams and to provide timely and accurate resolution of internal and client inquiries to ensure exceptional levels of client service are met. If you are looking for an entrepreneurial environment where you can learn and thrive, Investor Relationship is the right place for you.

Some of your key responsibilities include:  

• Process timely and accurate incoming investor inquiries as well as client communication.
• Work effectively with internal departments to prioritize client requests, deliverables, and issue resolution.
• Prepare monthly / quarterly / annual reporting.
• Participate in team-based project work and audits.
• Ensure adherence to all established procedures and controls (including money laundering prevention, banking secrecy).
• Build and maintain an excellent relationship with the customers and their shareholders.

Requirement:        

• BA/BS degree in a business-related field and/or equivalent work experience/internship
• Fluency in English is mandatory
• Excellent communication skills
• Good knowledge of standard Office applications (MS Word, Excel, PowerPoint)
• Ability to work quickly and accurately under pressure
• Aptitude for documentation management, accuracy, and organization
• Strong administrative skills and ability to handle multiple tasks/requests at the same time
• Adaptable to changes in a fast-pacing environment
• Ability to work in a team
• Ability to identify, escalate and resolve a problem

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
• 24 days of occasional remote work from Poland during a calendar year
• 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.