(Senior) Client Service Representative in Alternatives Custody Team
Brown Brothers Harriman
Kraków, Poland
‎12 godz. temu
source : ACCA

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 (Senior) 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.

If you are looking to push your career to the next level, take the next step by submitting your resume.

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.
  • Qualifications :

  • BA / BS degree, and / or equivalent work experience.
  • At least 1 year of experience in financial environment.
  • Experience in accounting / client service / work with legal documentation preferred.
  • 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.
  • Comprehensive working knowledge of Excel.
  • What We Offer :

  • A collaborative environment that enables you to step outside your role to add value wherever you can.
  • Work in multitasking team, which performs different type of activities and provides full service for the client.
  • 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.
  • Employment stability with indefinite contract from day one.
  • 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.
  • For further information, and to apply, please visit our website via the Apply button below.

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