Operations Specialist - Mutual Funds Services Account Opening at Brown Brothers Harriman in Krakow

Job description

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: Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old About the team: Brown Brothers Harriman is currently recruiting Lead Specialist to join our Account Opening team. In this role you will be responsible for gathering and analyzing information; preparing documentation for opening and maintaining accounts with transfer agencies; updating internal systems; communicating with funds, transfer agents, vendors; providing updates to the client throughout account opening process; preparing different kinds of reports. In our team, you will be responsible for: Act as SME in your team: analyze Fund’s official documents, application forms, contract notes and be able to use information to prepare documents required to open and maintain accounts with transfer agencies, prepare reports, take leadership in different production cases. Check the documentations prepared by the other specialists in the team. Ensure daily tasks are met consistently with high quality and timeliness. Prioritize tasks accordingly and be able to work under time pressure Identify, communicate, and properly escalate potential issue and cases with high exposure Communicate professionally and constructively with internal and external parties via email, phone or in direct conversion Utilize and operate all tools and technology appropriate to the role. Provide training and assisting in development of new team members. Constantly seek opportunity to improve efficiency and reduce risk. Assist in creating and updating procedures as needed What we’re looking for: 1+ years of work experience. Investment Funds knowledge and/or custody operations understanding is an advantage Strong English skills (C1) Research, analysis, and problem resolution skills Ability to communicate professionally through effective verbal and written skills Organizational skills and detail oriented Ability to multi-task and adjust to competing priorities Ability to work in a team Ability to meet deadlines and work under pressure Ability to adapt to dynamic work environment General knowledge of MS Office 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 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 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