Jobs and Careers
BR

TA Trailer Fees Rep Senior

Brown Brothers Harriman
Kraków, Polandfull_timeVerifiedPosted 30 Oct 2023

About the role

<p>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!</p><p></p><p><u>What You Can Expect At BBH:</u></p><p>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.</p><p></p><p></p><p></p><p>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!</p><p><br/>Join us as a Transfer Agency Trailer Fees Senior Representative.</p><p>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.</p><p></p><p>Qualification: </p><ul><li><p>BA/BS degree in a business related field, and/or equivalent work experience.</p></li><li><p>1+ years of Financial Services Industry Experience.</p></li><li><p>Strong written, verbal and presentation skills and well-developed communication skills</p></li><li><p>Ability to work accurately and quickly under pressure.</p></li><li><p>Creative problem solving skills including the ability to identify, recommend and implement solutions.</p></li><li><p>Ability to learn and adapt to new technologies and systems.</p></li><li><p>Language skills commensurate with office location and client relationships supported.</p></li><li><p>Ability to work in a collaborative environment that requires collaboration with multiple teams.<br/> </p></li></ul><h2>What we offer:</h2><ul><li><p>Private medical care for you and your family.</p></li><li><p>Life Insurance.</p></li><li><p>Hybrid Working Opportunities.</p></li><li><p>2 additional days added to your holiday calendar for Culture Celebration and Community Service.</p></li><li><p>Various additional benefits including professional training and qualification support.</p></li><li><p>Contracts for an indefinite period of time with no probation period.</p></li></ul><p><br/>Some of your key responsibilities include: </p><ul><li><p>Oversee the day-to-day activities of the department.</p></li></ul><ul><li><p>Set-up of Trailer Fee Agreements in the Trailer Fee System &amp; Static Data maintenance</p></li><li><p>Process Trailer Fees and Rebates.</p></li><li><p>Prepare various Trailer Fee Reports and Re-investment Transactions.</p></li><li><p>Prepare payments of commissions.</p></li><li><p>Ensure adherence to all established procedures and controls (including money laundering prevention, banking secrecy).</p></li><li><p>Communicate professionally and constructively to effectively address and resolve issues with other sections and departments.</p></li><li><p>Investigate and follow-up client and distributor queries.</p></li><li><p>Build and maintain an excellent relationship with the customers and their shareholders.</p></li></ul><p></p><p></p><p></p>

Apply for this role

Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.

Apply Now →Generate Application Kit

Free account required — sign up in 30s

Company

Brown Brothers Harriman

View company profile →