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Brown Brothers Harriman
Data aktualizacji: 2022-10-03
Kraków, małopolskie
Bankowość, Analiza, Obsługa klienta
Data aktualizacji: 2022-10-03 Aplikuj
Brown Brothers Harriman
CliServ Rep RE Custody
Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for almost 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia..

BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives.

As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.

We are currently looking for:

CliServ Rep RE Custody

CliServ Rep RE Custody

Location: Kraków, małopolskie

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 communicates effectively, 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 Client Service Representative in the Alternatives Custody Team.


About the Team:

We are experiencing growth in the Alternative Investments business as the industry is also seeing growth in this segment. The Alternatives Custody Hub is responsible for completing the operational tasks relating to Asset Supervision, Account Maintenance and Cash related inquiries. The team is focused mainly on Account Maintenance and Cash servicing. We are looking for someone who is driven to get things done and views obstacles as an exciting challenge that demands an innovative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in by providing trusted value.

Some of your key responsibilities include:

  • Monitoring Cash Flow movements for investment funds
  • Working on reports related to Cash Flow Monitoring process, identifying the nature of cash movements
  • Analyzing transactions of various asset classes (Real Estate, Private Equity, Funds of Funds) and searching for backups in legal documentation
  • Proactive responding to Alternatives Custody related internal and external client’s inquiries daily by providing quality, accurate and timely service     
  • Identifying improvement areas, raising ideas, and participating in various project executions on a business level
  • Resolve and oversee the Client’s inquiries related to cash management
  • Working on legal documentation related to account set up and maintenance
  • Maintenance of Alts Client account list and KPI reporting preparation
  • Review and discuss issues requiring escalation Supervisor/TL


  • BS/BA degree and/or equivalent work experience
  • Knowledge about accounts set up, cash processing, account maintenance systems is an asset
  • Strong relationship management skills
  • French and/or German language skills a bonus
  • Strong analytical skills
  • Strong client focus
  • Self-motivated, capable of monitoring and completing a variety of projects simultaneously
  • Strong verbal and written communication skills
  • Comprehensive knowledge of Excel

What We Offer:

  • A collaborative environment that enables you to step outside your role to add value wherever you can
  • 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
  • A culture of inclusion that values each employee’s unique perspective
  • High-quality benefits program emphasizing good health, financial security, and peace of mind

Osoby zainteresowane prosimy o przesyłanie aplikacji klikając w przycisk aplikowania.

For more information please visit our website