What are the responsibilities and job description for the Junior Transfer Agency Representative position at bbh?
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 Representative!
Brown Brothers Harriman is currently recruiting Junior Transfer Agency Representative to join our Transfer Agency Team. In this role, you will join highly dedicated team of experts supporting clients and investors across locations covering Europe, Americas, & Asia. Your main responsibilities, under the direction of dedicated Transfer Agency Supervisor, will be day-to-day processing, reporting, and liaising with clients/distributors. If you are looking for an entrepreneurial environment where you can learn and thrive, TA is the right place for you.
Some of your key responsibilities include:
- Processing various activities on funds in scope (i.eg. trades, dividends, cash movements, trailer fees or rebates) on a relevant dealing day
- Assessing documentation provided by investors
- Updating all interested parties (internally and externally) on trading activity
- Preparing daily/monthly/quarterly/annual reports within strict deadlines in line with Fund requirements
- Building and maintaining an excellent relationship with the customers and their shareholders
- Cooperating with colleagues from local and abroad BBH offices
- Ensuring accuracy, timeliness, and completeness of all client related tasks.
- Communicating professionally and constructively to effectively address and resolve issues with other sections and departments.
- Ensuring adherence to all established procedures and controls (including money laundering prevention, banking secrecy).
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
Desired Qualifications:
- BA/BS degree in a business-related field and/or equivalent work experience/internship
- Strong interest in banking area
- Good knowledge of standard Office applications (MS Word, Excel, PowerPoint)
- Ability to work quickly and accurately under pressure
- Fluency in English is mandatory (C1)
- Proven ability to communicate effectively both verbally and in writing
- 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
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.
