Transfer Agency Representative - Alternatives

Posted 28 Days Ago
Be an Early Applicant
Kraków, Małopolskie, POL
In-Office
Junior
Fintech • Financial Services
The Role
Provides entry-level shareholder services support in the Alternatives Department, including responding to investor queries, maintaining client relationships, preparing reporting, meeting service-level agreements, following firm procedures, and escalating issues. The role requires accuracy, organization, numerical aptitude, strong communication skills, and the ability to work efficiently under pressure in a hybrid environment.
Summary Generated by Built In

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 Shareholder Services Representative in the Alternatives Department!

Brown Brothers Harriman is currently recruiting a Shareholder Services Representative in the Alternatives Department. The position in the Alternatives Department is an entry level role responsible for assisting other team members with the processing of investor queries and preparing periodic reporting. As the Shareholder Services team is responsible for client’s Investor experience, a curiosity and eagerness to learn in a dynamic environment is required to succeed in this role.

On this position you will be responsible for:

  • Provide support to the team in establishing solid client contact through prompt follow-up;

  • Interact and establish solid relationships within the transfer agency team;

  • Process client / Investors queries within their agreed SLA;

  • Deliver high quality work with attention to detail;

  • Comply with all the policies and procedures of the firm;

  • Identify problems at an early stage and escalate as necessary;

What we’re looking for:

  • BA/BS degree, and/or equivalent work experience;

  • Excellent communication skills with English as a must;

  • Ability to work accurately and quickly under pressure;

  • Aptitude for numbers, accuracy and organization;

  • Strong written, verbal and presentation skills.

What we offer:

  • A collaborative environment that enables you to step outside your role to add value wherever you can;

  • Work in multitasking team, which performs different type of activities and provides full service for the client;

  • Direct access to clients, information and experts across all business areas around the world;

  • Opportunities to grow your expertise, take on new challenges, and reinvent yourself -without leaving the firm;

  • A culture of inclusion that values each employee’s unique perspective;

  • High-quality benefits program emphasizing good health, financial security, and peace of mind;

  • Rewarding work with the flexibility to enjoy personal and family experiences at every career stage;

  • Volunteer opportunities to give back to your community and help transform the lives of others.

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

  • Bachelor’s degree or equivalent work experience
  • Excellent communication skills
  • English language proficiency
  • Ability to work accurately and quickly under pressure
  • Numerical aptitude
  • Accuracy and organization
  • Strong written, verbal, and presentation skills

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.

  • 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.
  • 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.
  • 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

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The Company
HQ: New York, NY
5,756 Employees
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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