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Brown Brothers Harriman

Private banking and wealth management

Transfer Agency Supervisor - Alternatives

BookkeepingPosted on Nov 12
Full-timeKraków, PolandNo salary listed

About the Job

Requirements

  • At least 4 years of experience in a related financial field.
  • At least 1 year of experience as a people manager.
  • A BA/BS degree is required.
  • Fluency in English is mandatory.
  • Excellent communication skills.
  • Outstanding relationship management skills.
  • A proactive approach and a can-do attitude.
  • Ability to work accurately and quickly under pressure.
  • Aptitude for numbers, accuracy, and organization.
  • Strong written, verbal, and presentation skills.

Responsibilities

  • Build overall credibility and foster trust with clients.
  • Serve as an escalation point for client issues and deliverables.
  • Build knowledge over time to act as a subject matter expert for Alternatives Transfer Agency.
  • Provide motivation, mentoring, guidance, and support to direct reports and other staff.
  • Oversee team members to ensure client deliverables are met timely and accurately.
  • Act as an escalation point for team members and find solutions by leveraging internal BBH networks and client relationships.
  • Supervise and control investor reporting, including capital call and distribution notices and capital account statements.
  • Build a strong BBH network with colleagues from other teams and departments.
  • Process, control, and supervise investor transactions, including recording commitments, capital calls, distributions, transfers, and redemptions.
  • Support the Alternatives Transfer Agency Team Leader and Manager in day-to-day transfer agency operations and efforts to maintain high client satisfaction.

Desired Qualifications

  • German and/or French language skills are beneficial.

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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