Operations Specialist - Mutual Funds Services Account Opening

Location: Kraków, Poland. Hybrid model: 3 days per week in the office; 2 office days for a parent of a child up to 4 years old.

Company

hirify.global is a global financial services firm providing investor services, capital markets expertise, technology solutions, and specialist client support.

What you will do

• Analyze fund documents, application forms, and contract notes to prepare materials for opening and maintaining accounts with transfer agencies.
• Prepare reports, update internal systems, and provide clients with progress updates throughout the account-opening process.
• Act as a subject matter expert, lead production cases, review documentation prepared by other specialists, and ensure high-quality timely delivery.
• Identify, communicate, and escalate potential issues and high-exposure cases.
• Communicate with funds, transfer agents, vendors, and internal stakeholders by email, phone, and direct conversation.
• Train new team members, improve efficiency, reduce operational risk, and update procedures.

Requirements

• At least 1 year of work experience.
• Strong English skills at C1 level.
• Research, analysis, and problem-resolution skills.
• Professional verbal and written communication skills.
• Strong organization, attention to detail, multitasking ability, and the ability to manage competing priorities.
• Ability to work in a team, meet deadlines, perform under pressure, and adapt to a dynamic environment; general knowledge of MS Office.

Nice to have

• Knowledge of investment funds and/or custody operations.

Culture & Benefits

• Paid standard vacation plus one Culture Celebration Day and one Community Service Day.
• Private medical care and life insurance.
• Employee Assistance Program with confidential counselling for employees and families.
• Professional training and qualification support, wellbeing programs, and an online social fund benefits platform.
• Social, sports, and integration events, plus an onboarding program for new hires.