Junior Client Reporting Specialist

Posted 5 Days Ago
Be an Early Applicant
Kraków, Małopolskie
Entry level
Fintech • Financial Services
The Role
The Client Reporting Specialist II engages in client reporting activities, providing insights and reports directly to clients while collaborating with various departments within BBH. They are expected to help enhance client experiences and address reporting-related inquiries in a supportive environment.
Summary Generated by Built In

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.

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 Client Reporting Specialist!

Brown Brothers Harriman is currently recruiting Junior Client Reporting Specialist to join our Reporting HUB team. The Client Reporting Specialist is responsible for gathering, compiling, and transforming data from custody operations and fund accounting services to create reports showing finalized or predicted Client activities. In this role you will master your technical skills using different applications to prepare reports. You will have a chance to acquire custody and fund accounting knowledge and transfer it within the team. You will secure the process by maintaining procedures and other process related documentation. Apart from your daily duties you will be involved in continuous improvement initiatives and various special projects focusing on standardization and automation of the reporting processes.

Some of your key responsibilities include:

  • Co-operate with your colleagues to meet all client reporting deliverables in accordance with procedures and controls
  • Ensure timely and accurate responses to internal and external clients
  • Promptly escalate sensitive/risk issues to senior colleagues and management
  • Ensure procedures are being kept in good quality and risk driven
  • Enhance quality and efficiency of your work by identifying process improvements
  • Efficiently utilize BBH systems and tools to maximize productivity
  • Participate in special projects as directed by the Client Reporting Seniors & Supervisor e.g.: new business onboarding, new product implementation, reports conversion from other location
  • Continually cross train with other colleagues to assist knowledge transfer and coverage during absences.

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:

  • Up to 2 years of professional experience in finance or similar field, where required knowledge and skills could have been acquired
  • Academic degree, preferably in finance or economy related fields is a must in case of missing professional experience level
  • Basic knowledge of MS Office Tools is a must, with strong focus on MS Excel;
  • Good command of English
  • Highly organized, detail oriented and proactive in role;
  • Proven ability to problem solving and recommending solutions;
  • Capable of monitoring and completing a variety of assignments with proper priority;
  • Strong verbal and written communication skills;
  • Willingness and ability to work in a client-driven, deadline-oriented environment.

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.

If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

The Company
HQ: New York, NY
5,756 Employees
On-site Workplace
Year Founded: 1818

What We Do

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

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