Senior Transfer Agency Investor on Boarding Representative

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Senior Transfer Agency Investor on Boarding Representative – join BBH in Kraków as Expense Administration Senior Rep focused on AML/KYC and investor services.

Experience 2–3 years in transfer agency, KYC or fund administration. Develop relationships with clients and improve processes.

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Location : Kraków

Type of work : Full time

Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

Join us as an Expense Administration Senior Representative

Brown Brothers Harriman is currently recruiting an Expense Administration Senior Representative who will join our team.

Expense Administration team is responsible for preparation, review and delivery of budgets, TER, VAT filing, fund events and any other reporting in accordance with account­ing standards and clients’ expectations. The team has a client facing role and services clients from all around the world. The team utilizes newest technology solutions allowing for process automation and works closely with many internal departments and external stakeholders (management companies, investment managers and auditors) which gives a great opportunity to learn about investment funds and the way they operate.

Responsibilities

• Processing various activities, such as updating addresses, controllers, signers, etc.
• Assessing and validating investor documentation against internal procedures, AML/KYC requirements, and market standards
• Performing accurate system updates and ensuring that data quality, audit trail, and control requirements are maintained
• Operating within agreed business SLAs while independently managing priorities and working effectively under time pressure
• Building and maintaining excellent relationships with clients, investors, and stakeholders
• Cooperating closely with other teams across BBH offices to resolve complex cases and support end-to-end service delivery
• Ensuring accuracy, timeliness, and completeness of all related tasks
• Delivering high-quality work with attention to detail
• Complying with all firm policies and procedures
• Investigating queries, raising with relevant parties, and escalating when needed
• Supporting quality checks, identifying recurring issues, and contributing to process improvements and risk reduction initiatives

What we offer

• 2 additional days added to your holiday calendar for Culture Celebration and Community Service
• Private medical care for you and your family
• Life Insurance
• Hybrid Working Opportunities
• Professional trainings and qualification support
• Thrive Wellbeing Program
• Online benefit platform

What we are looking for

• BA/MS degree in finance, economics, business, law, or a related field
• Minimum 2–3 years of relevant experience in Transfer Agency, AML/KYC, investor services, fund administration, or a similar financial services environment
• Understanding of AML/KYC requirements, investor documentation standards, and operational risk controls
• Ability to manage a broad portfolio of clients, prioritize complex workloads, and deliver within tight deadlines
• Ability to work independently, take ownership of assigned tasks, and demonstrate sound judgment in resolving issues
• Written and verbal communication skills, with the ability to interact with internal and external stakeholders
• Strong problem-solving skills, with the ability to identify risks and escalate appropriately
• Fluency in English is mandatory, with a minimum B2+/C1 level preferred
• Good knowledge of Microsoft Office applications
• Ability to support less experienced team members and contribute to knowledge sharing within the team
• Prior experience reviewing, validating, and interpreting complex investor documentation would be a strong advantage
• Demonstrated ability to identify process improvements and contribute to efficiency, quality, and risk mitigation initiatives

About BBH

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to-day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits , philanthropy , approach to sustainability or how we support you to thrive personally, physically and financially .