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Brown Brothers Harriman

Private banking and wealth management

Client Service Subject Matter Expert - Custody

Customer SupportConfirmed live in the last 24 hours
Full-timeKraków, PolandNo salary listed

About the Job

Requirements

  • A BS/BA degree or equivalent work experience.
  • A minimum of 3 to 5 years of related custody experience.
  • Prior experience working in a client-servicing-focused work environment.
  • Proficiency in English.
  • Ability to prioritize and quickly resolve client needs.
  • Ability to multitask, prioritize assignments, and work quickly and accurately in a deadline-oriented environment.
  • Ability to communicate effectively verbally and in writing.
  • Good working knowledge of Excel.
  • Analytical ability.
  • Proactivity and an objective-oriented approach.
  • Strategic thinking.
  • Enthusiastic leadership skills and ability to engage others.

Responsibilities

  • Act as the subject matter expert for custody and account processing activities and as the first point of escalation for the team.
  • Respond to complex inquiries and escalated issues.
  • Participate in meetings and contribute to key deliverables.
  • Work closely with internal teams to ensure timely resolution of client inquiries and improve service levels.
  • Serve as a key point of contact for clients and internal teams on daily servicing inquiries.
  • Use relevant internal technology solutions to manage client requests effectively and efficiently.
  • Participate in the coordination of new business and product implementations and conversions.
  • Review client feedback and inquiries to identify trends, use these insights to find gaps, train clients and internal teams, and propose solutions that reduce errors and inquiries.
  • Support management in implementing policies, procedures, and controls.

Desired Qualifications

  • Working knowledge of the custody account opening process.

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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