Transfer Agency Transaction Processing Supervisor

Brown Brothers Harriman

Kraków, Kraków, małopolskie, Polska

4 d. temu

source : KarierawFinansach.pl

Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for almost 200 years.

We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services.

Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia..

BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other.

Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage.

In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives.

As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution.

As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.

We are currently looking for :

Transfer Agency Transaction Processing Supervisor

Location : Kraków, małopolskie

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.

If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

Join us as a Transfer Agency Transaction Processing Supervisor!

Brown Brothers Harriman is currently recruiting Transaction Processing Supervisor to join our Transfer Agency team. In this role you will be responsible for directing team members with the objective to achieve high accuracy and client satisfaction.

Some of your key responsibilities include :

Oversee the day-to-day activities of the department

Validate and approve transfer agency transactions

Ensure all enquirers are addressed in a timely and accurate manner

Review and discuss with the Team Leader and Manager any issues that require escalation

Handle special processing situations that require strong oversight or manual intervention

Establish a rota, in conjunction with the various cut off times and skill set of the team, to cover all daily, weekly, ad hoc tasks

Ensure that policies and procedures are adhered to on a daily basis and have this evidenced

Review and reorganize together with the Transaction Processing Manager and peers functional tasks that achieve maximum efficiency and reduce operational risk

Efficient management of daily controls to ensure that at all times accuracy standards and deadlines are met

Keep Errors and Omissions at a strict minimum at all times

Oversee the accurate preparation of any sample files required for internal or external audits or any mailings required for internal or external vendors

Establish, together with the Manager service standards and procedures for the department

Remain knowledgeable of changing industry initiatives (attend to presentations, work sessions & personal effort) and educate clients continually through presentations

Establish effective internal (BBH) and external (clients) network

Actively participate and work with the CSMs and New Business / Production Support in the launch of any incremental business such as new funds or share classes

Work with Senior Management and Risk to manage controls efficiently to alleviate any potential risk areas

Responsible for instituting and reporting on measures to determine the team's performance in meeting these standards

Conduct bi-annual performance appraisals and provide regular feedback based on goals for direct reports

Participate in the interview and selection process for job applicants, assist new staff members in learning job specific tasks

Organize and perform the cross-training of staff on all aspects of Transfer Agency Data and Transaction Processing functions to develop depth and breadth of knowledge

Work with his management to address the training needs of the group (including the industry specific topics)

Establish successful level of synergy within TA team

Minimize overtime and implement additional efficiencies as automation projects are completed

Qualifications :

BA / MS degree and / or equivalent work experience

Minimum of 5 years of Transfer Agency experience with 3 years of which must be in a similar function

Prior experience working in a client servicing focused work environment

Proven ability in people management, and ability to delegate and to gain the commitment among team members

Experience in planning, initiating and following through to meet objectives

Ability to coordinate across departments / functions when needed to handle specific client requests

Ability to identify, recommend and implement improvements to existing processes

Attention to detail and proven ability to handle complexity

Ability to work effectively under pressure and demonstrate initiative

Proven ability to communicate effectively both verbally and in writing

Proven ability to adapt to change and problem solving

Good knowledge of standard Office applications (Word, Excel and PowerPoint)

Knowledge or prior experience of Multifonds is an advantage

A second language is a plus, preferred is German and / or French

Ability to work overtime as necessary

What We Offer :

A collaborative environment that enables you to step outside your role to add value wherever you can

Direct access to clients, information and experts across all business areas around the world

Opportunities to grow your expertise, take on new challenges, and reinvent yourself without leaving the firm

A culture of inclusion that values each employee’s unique perspective

High-quality benefits program emphasizing good health, financial security, and peace of mind

Rewarding work with the flexibility to enjoy personal and family experiences at every career stage

Volunteer opportunities to give back to your community and help transform the lives of others

Osoby zainteresowane prosimy o przesyłanie aplikacji klikając w przycisk aplikowania.

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For more information please visit our website www.bbh.com / careers

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