Senior Client Service Representative

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

Join us as a Senior Client Service Representative!

As Senior Client Service Representative, you’ll perform reviews of daily service and transaction work and actively participate in the execution of client account conversions and transitions. Your experience in customer service and, preferably, in the fund industry will enable you to multi-task in a fast-paced environment. You will serve as a primary contact for clients (internal and external) and provide timely and accurate completion of all client deliverables and inquiries. To be successful, you’ll need to be customer oriented, well organized, team oriented and eager to learn. If you are looking to push your career to the next level, take the next step by submitting your resume.

Some of your key responsibilities include:  

• Proactive responding to custody related client inquiries on a daily basis providing quality, accurate and timely service
• Ensuring clients expectations and deadlines are met
• Working with internal departments to prioritize client requests, deliverables and issue resolution      
• Utilizing relevant internal technology solutions to effectively manage client inquiries
• Introducing and familiarizing clients with new technology, automation tools and products
• Completing periodic client reporting requirements
• Assisting in maintaining and reporting on client service-related metrics
• Participating in team-based project work and audits  
• Monitoring receipt of all client documentation (tax, KYC, account information, authorized signers, etc.) and analyze exposure of missing documentation to BBH/client
• Ensuring proper escalation and follow through on claims 
• Ensuring department procedures and controls are followed and adhered to
• Reporting exceptions, errors or issues immediately to management.

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
• Contracts for an indefinite period, from day one
• 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:

• Minimum 2 years of experience working in finance industry
• Prior experience working in client servicing role preferred
• Fluency in English (written and spoken) required
• Ability to effectively prioritize and resolve client needs
• Ability to build and maintain internal and external client relationships
• Ability to learn and utilize new technologies to research, analyze, and resolve client needs
• Experience in reporting and managing multiple data sources
• Comprehensive working knowledge of Excel 
• Knowledge of Japanese language and understanding of Japanese culture are preferred but not required

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 Servi