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
Type of work: Full time
Hybrid model: 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 on Boarding Representative!
Brown Brothers Harriman is currently recruiting Transfer Agency Senior Representative to join our Transfer Agency Team. In this role, you will be processing of Investors’ requests such as change of address, controllers, signers etc. join to the team supporting clients and investors across locations covering Europe, Americas, & Asia. As the team is responsible for conducting request linked with daily activities of Investor, the ability to work is very dynamic is required.
On this position you will be responsible for:
- Processing various activities (i.e., updating address, controller, signers etc.)
- Assessing documentation provided by investors
- Conducting system updates
- Operating within agreed business SLAs including acting under time pressure
- Building and maintaining an excellent relationship with the customers and their shareholders
- Close cooperation with other teams across BBH offices
- Ensuring accuracy, timeliness, and completeness of all related tasks
- Deliver high quality work with attention to detail
- Comply with all the policies and procedures of the firm
- Investigating queries, raising with relevant parties, and escalating when needed
What we’re looking for:
- BA/MS degree and/or equivalent work experience
- Experience in AML/KYC area
- Attention to detail and proven ability to handle complexity
- Ability to multitask and to manage competing priorities given broad portfolio of clients
- Ability to work effectively under pressure and demonstrate initiative
- Proven ability to communicate effectively both verbally and in writing
- Proven ability to adapt to change and problem solving
- Fluency in English is mandatory (at least B2 level)
- Good knowledge of standard Office applications (Word, Excel and PowerPoint)
- Ability to work in a team
- Ability to work overtime as necessary
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.
Skills Required
- BA/MS degree or equivalent work experience
- Experience in AML/KYC area
- Fluency in English (at least B2)
- Good knowledge of Microsoft Word, Excel, PowerPoint
- Attention to detail and ability to handle complexity
- Ability to multitask and manage competing priorities
- Ability to work effectively under pressure and demonstrate initiative
- Proven verbal and written communication skills
- Ability to adapt to change and problem-solve
- Ability to work in a team
- Ability to work overtime as necessary
Brown Brothers Harriman Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown Brothers Harriman and has not been reviewed or approved by Brown Brothers Harriman.
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Parental & Family Support — Parental leave and family-building support are positioned as standout parts of the package, including maternity/paternity leave and adoption/surrogacy assistance. These offerings are often framed as “top-tier” and can meaningfully offset weaker cash compensation for those who value family support.
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Wellbeing & Lifestyle Benefits — Well-being resources are described as comprehensive, spanning mental health support, wellness platforms, gym discounts, and related programs. Flexible work arrangements such as remote work and flextime also reinforce the lifestyle value of the overall rewards package.
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Retirement Support — Retirement benefits like 401(k) matching and profit sharing are highlighted as meaningful components of total rewards. The value can be time-dependent due to vesting requirements that may reduce near-term benefit for shorter-tenured employees.
Brown Brothers Harriman Insights
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.
