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 3 days per week in the office /2 days for a parent of a child up to 4 years oldAt 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!Brown Brothers Harriman is currently recruiting a Transfer Agency Senior Representative to join our Transfer Agency Team. In this role, you will process investor requests, such as changes of address, controllers, signers, etc., and join a team supporting clients and investors across locations covering Europe, the Americas, and Asia. As the team is responsible for handling requests related to investors’ daily activities, the ability to work in a very dynamic environment is required.
On this position you will be responsible for:- Processing various activities, such as updating addresses, controllers, signers, etc.
- Assessing and validating investor documentation against internal procedures, AML/KYC requirements, and market standards
- Performing accurate system updates and ensuring that data quality, audit trail, and control requirements are maintained
- Operating within agreed business SLAs while independently managing priorities and working effectively under time pressure
- Building and maintaining excellent relationships with clients, investors, and stakeholders
- Cooperating closely with other teams across BBH offices to resolve complex cases and support end-to-end service delivery
- Ensuring accuracy, timeliness, and completeness of all related tasks
- Delivering high-quality work with attention to detail
- Complying with all firm policies and procedures
- Investigating queries, raising with relevant parties, and escalating when needed
- Supporting quality checks, identifying recurring issues, and contributing to process improvements and risk reduction initiatives
What we offer:
- 2 additional days added to your holiday calendar for Culture Celebration and Community Service
- Private medical care for you and your family
- Life Insurance
- Hybrid Working Opportunities
- Professional trainings and qualification support
- Thrive Wellbeing Program
- Online benefit platform
- BA/MS degree in finance, economics, business, law, or a related field
- Minimum 2–3 years of relevant experience in Transfer Agency, AML/KYC, investor services, fund administration, or a similar financial services environment
- Understanding of AML/KYC requirements, investor documentation standards, and operational risk controls
- Ability to manage a broad portfolio of clients, prioritize complex workloads, and deliver within tight deadlines
- Ability to work independently, take ownership of assigned tasks, and demonstrate sound judgment in resolving issues
- Written and verbal communication skills, with the ability to interact with internal and external stakeholders
- Strong problem-solving skills, with the ability to identify risks and escalate appropriately
- Fluency in English is mandatory, with a minimum B2+/C1 level preferred
- Good knowledge of Microsoft Office applications
- Ability to support less experienced team members and contribute to knowledge sharing within the team
- Prior experience reviewing, validating, and interpreting complex investor documentation would be a strong advantage
- Demonstrated ability to identify process improvements and contribute to efficiency, quality, and risk mitigation initiatives
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 in finance, economics, business, law, or related field
- Minimum 2-3 years relevant experience in Transfer Agency, AML/KYC, investor services, or fund administration
- Understanding of AML/KYC requirements, investor documentation standards, and operational risk controls
- Fluency in English (mandatory), B2+/C1 level preferred
- Good knowledge of Microsoft Office applications
- Ability to manage a broad portfolio of clients, prioritize complex workloads, and meet tight deadlines
- Ability to work independently, take ownership, and demonstrate sound judgment in resolving issues
- Written and verbal communication skills to interact with internal and external stakeholders
- Strong problem-solving skills, risk identification and appropriate escalation
- Ability to support less experienced team members and contribute to knowledge sharing
- Prior experience reviewing, validating, and interpreting complex investor documentation
- Demonstrated ability to identify process improvements and contribute to efficiency, quality, and risk mitigation initiatives
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.
