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Brown Brothers Harriman

Private banking and wealth management

Transfer Agency Representative - Alternatives

Business OperationsConfirmed live in the last 24 hours
Full-timeKraków, PolandNo salary listed

About the Job

Requirements

  • Ability to work accurately and quickly under pressure.
  • Ability to arrange tasks and activities according to their relative importance.
  • Ability to multitask.
  • Aptitude for numbers, accuracy, and organization.
  • Strong written, verbal, and presentation skills.
  • Client-oriented approach.

Responsibilities

  • Provide support to the team in establishing solid client contact through prompt follow-up.
  • Interact and establish solid relationships within the transfer agency team.
  • Accurately process investor transactions, including recording commitments, capital calls, distributions, transfers, and redemptions.
  • Deliver high-quality work with attention to detail.
  • Comply with firm policies and procedures.
  • Identify problems at an early stage and escalate them as necessary.
  • Assist the team in closing procedural gaps and upgrading internal processes.

About the Company

Brown Brothers Harriman

Private banking and wealth management

Brown Brothers Harriman (BBH) provides private banking, wealth management, and investment services to private clients, institutions, and corporations. Its offerings include private wealth planning, lending, and advisory services; custody and fund services; cross-border fund solutions; and investment management across equities, fixed income, and alternatives. BBH emphasizes a client-focused, relationship-driven approach with a broad product platform that supports asset gathering, fiduciary services, and corporate lending. The company differentiates itself through a long-standing, private partnership culture, global reach with localized client service, and integrated solutions spanning private banking, investment management, and investor services. The goal is to align client interests with disciplined, value-based investing and comprehensive financial solutions, while maintaining selective, specialized client relationships and a stable, trusted brand.

Company size
5,001-10,000
Company stage
Not listed
Total funding
$198.9M
Headquarters
Boston, MA
Founded
1818

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