What are the responsibilities and job description for the Senior Client Service Representative position at BBH (Poland) Sp. Z.o.o.?
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.
Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years
Join us as a Senior Client Service Representative!
The Senior Client Service Representative (Sr. CSR) serves as a primary contact for clients and internal operational teams. The Sr. CSR provides timely and accurate resolution of internal and client inquiries to ensure exceptional levels of client service are met. The individual focuses on the Custody disciplines and the applicable product offering for assigned client relationships. The Sr. CSR operates under less direction than the Client Service Representative and supports the guidance and training of newly hired, less experienced staff.
Some of your key responsibilities include:
- Proactively respond to client inquiries on a daily basis
- Provide filtering and escalation for client inquiries
- Work effectively with internal departments or third party providers to prioritize client requests, deliverables and issue resolution
- Participate in team based project work and audits
- Utilize relevant internal technology solutions to effectively manage client inquiries
- Introduce and familiarize clients with new technology, automation tools and products
- Where required, monitor receipt of all client documentation (tax, Accounting Elections, KYC, account information, authorized signers, etc.) and analyze exposure of missing documentation to BBH/client
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
- Contracts for an indefinite period, from day one
- 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
Qualifications:
- BS/BA degree preferably in a business, finance, or accounting related concentration and/or equivalent work experience
- 2 to 3 years of Industry experience
- Ability to communicate effectively both verbally and in writing.
- Ability to effectively prioritize and resolve client needs
- Ability to learn and utilize new technologies to research, analyze, and resolve client needs
- Ability to work quickly and accurately in a deadline oriented environment.
- Ability to build and maintain internal and external client relationships
- In-depth knowledge and understanding of financial markets and various financial instruments, ongoing regulatory changes required
- Strong ability to apply analytical skills to data, work flows, numeric information and problem solving
- Comprehensive working knowledge of Microsoft Office products
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.
