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 old

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!

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

What we are looking for:

• 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