Transfer Agency Investor on Boarding Supervisor 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 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 Supervisor to join our Transfer Agency Team. In this role, you you’ll drive AML/KYC due diligence checks on all shareholder accounts: existing accounts and/or new account openings within the department with the objective to achieve overall accuracy and high client satisfaction. To be successful, you’ll need to display a high degree of professionalism and integrity through your work, have AML experience within the financial industry, be a capable team player and able to manage a demanding workload. As the team is responsible for handling requests related to investors’ daily activities, the ability to work in a very dynamic environment is required. If you are looking to push your career to the next level, introduce yourself by submitting your resume. On this position you will be responsible for: Assessing and validating investor documentation against internal procedures, AML/KYC requirements, and market standards 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 Review publicly available sources for information pertaining to client due diligence (e.g. Stock Exchange) Ensure that policies and procedures are adhered to on a daily basis and have this evidenced Performing accurate system updates and ensuring that data quality, audit trail, and control requirements are maintained Remain knowledgeable of changing industry initiatives (attend to presentations from Supervisor/Manager, work sessions & personal effort-training) Establish contacts with all areas and all levels at inter departmental 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’re looking for: BA/MS degree in finance, economics, business, law, or a related field and/or equivalent work experience Minimum 5 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 under pressure in a dynamic environment 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 Demonstrated ability to identify process improvements and contribute to efficiency, quality, and risk mit