Client Service Representative in Alternatives Custody Team

Location
Krakow
Salary
Attractive salary with rich benefit and bonus package
Posted
10 Aug 2022
Closes
10 Sep 2022
Ref
47676
Approved employers
Approved employer
Contract type
Permanent
Hours
Full time
Experience level
Qualified accountant

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can.

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.

Brown Brothers Harriman is currently recruiting a Client Service Representative in Alternatives Custody Team.

In this role you will perform reviews of daily service, transaction work and indirectly participate in the execution of client’s investment activities in the Real Estate Investment Funds environment. Your experience in documents analysis, fund industry and, preferably customer service will enable you to multi-task in a fast-paced environment. You will cooperate with other BBH offices to provide timely and accurate completion of all selected client deliverables and inquiries. To be successful, you will need to be detailed and customer oriented, well organized, and eager to learn.

Qualifications:

  • BA/BS degree, and/or equivalent work experience
  • Interest in financial environment
  • Fluency in English required. German or French will be an asset
  • Ability to effectively prioritize tasks 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 is an asset
  • Comprehensive working knowledge of Excel

What We Offer:

  • Private medical care for you and your family
  • Life Insurance
  • Hybrid Working Opportunities
  • 2 additional days added to your holiday calendar for Culture Celebration and Community Service
  • Various additional benefits including professional training and qualification support
  • Subsidised cafeteria
  • Contracts for an indefinite period of time with no probation period

Some of your key responsibilities include:  

  • Reviewing of Legal Documentation related to Real Estate Investments
  • Comparing and analyzing Depositary positions vs Accounting records
  • Monitoring Cash Flow movements and other tasks resulting from depositary duties
  • Analyzing changes in Fund Structures, by collecting and understanding of corporate documentation
  •  Analyzing transactions of various asset classes (Real Estate, Private Equity, Funds of Funds)
  • Proactive responding to Alternatives Custody related internal and external client’s inquiries on a daily basis by providing quality, accurate and timely service
  • Utilizing relevant internal technology solutions to effectively manage inquiries
  • Ensuring department procedures and controls are followed and adhered to
  • Supporting Team’s supervisors in the management of some processes including escalations
  • Working on potential process flow improvements and efficiencies
  • Acting as the role model and trainer for less experienced Team members

For further information, and to apply, please visit our website via the “Apply” button below.

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