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Przeglądana oferta pracy jest nieaktualna
Brown Brothers Harriman
Data aktualizacji: 2019-06-03
Kraków, małopolskie
Bankowość, Obsługa klienta
Data aktualizacji: 2019-06-03
Brown Brothers Harriman
Client Servicing Team Leader
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:

Client Servicing Team Leader
Client Servicing Team Leader
Location: Kraków, małopolskie

The Client Servicing Team Leader directs client servicing team resources to achieve overall client satisfaction and serves as a point of escalation for complex issues. The individual manages day to day aspects of client relationships and performs core product functions as required to support high client satisfaction.  S/he will normally be responsible for managing client service supervisors. 


  • Oversee the day to day activities of direct reports.
  • Ensure all client legal, tax and documentation related issues are appropriately documented.
  • Act as the primary point of escalation for Systems, Operations, and Risk/Control for any client related issues and proactively manage the resolution process with frequent updates and satisfaction measures.
  • Review and discuss issues requiring escalation with Sr. Management.
  • Interpret, review and revise guidelines and policies to enhance team effectiveness.
  • Manage controls efficiently to alleviate any areas of potential risk.          
  • Establish service standards for assigned client groups ensuring standards are shared with and understood by team members and all internal support groups (Operations, etc.).
  • Provide filtering and escalation for client requests; Serve as an escalation point for client service issues and deliverables.
  • Establish appropriate contacts within client organizations and internal departments.
  • Work closely with Client Service Relationship Managers to stay abreast of client goals and identify opportunities to expand client relationships.
  • Build overall credibility and foster trust with clients.     
  • Promote a cohesive team atmosphere through exhibiting strong leadership, effective communication, professionalism, and development of individual career paths
  • Participate in the interview and selection process for job applicants.
  • Oversee and ensure training and cross training of employees on relevant job functions to develop breadth and depth of knowledge.
  • Participate in inter departmental and cross Line of Business Project teams.
  • Complete and oversee the completion of the BBH annual performance review process.
  • Provide ongoing feedback and coaching to staff to improve individual and team performance. Manage performance issues and disciplinary process for employees falling below set expectations.
  • Assist in managing team expenses.  



  • BA/BS degree in a business related field, and/or equivalent work experience.
  • 5+ years of Fund Accounting, Global Custody, and/or Transfer Agency experience.
  • 2+ years of supervisory experience
  • Client service skills.
  • Aptitude for numbers, accuracy and organization.
  • Technical and analytical ability.
  • Ability to work accurately and quickly under pressure.
  • Interpersonal skills.
  • Written and verbal communication skills.
  • Creative problem solving skills including the ability to identify, recommend and implement solutions.
  • Ability to learn and adapt to new technologies and systems.

Osoby zainteresowane prosimy o przesyłanie aplikacji klikając w przycisk aplikowania.

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