7 дней назад
Client Service Representative (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Service Representative (Financial Services) (Custody Account Opening): Processing custody account opening requests, validating client due diligence documents, and provisioning access to the BBH Infuse portal with an accent on client service quality, risk reduction, and policy compliance. Focus on resolving client and operational issues, maintaining accurate procedures and trackers, and improving account-opening processes.
Location: Kraków, Poland; hybrid model with 3 days per week in the office and 2 days for a parent of a child up to 4 years old
Company
is a global financial services firm providing investor services, capital partnerships, technology solutions, and specialist client management.
What you will do
- Process custody account opening requests from corporate and direct clients.
- Validate and upload client due diligence documentation.
- Provision and maintain client access to the BBH Infuse portal.
- Collaborate with internal teams, client service groups, and external clients.
- Follow BBH policies and procedures to maintain service quality and minimize operational risks.
- Keep desktop procedures and internal trackers up to date and participate in process improvement initiatives.
Requirements
- Strong English skills at C1 level.
- BA/BS degree or equivalent work experience.
- Ability to prioritize work effectively and resolve issues.
- Good communication and relationship-building skills.
- Good knowledge of MS Office tools.
Culture & Benefits
- Paid standard vacation allowance 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 their families.
- Professional training and qualification support.
- Wellbeing Program, Online Social Fund benefit platform, and social, sports, and integration events.
- Structured onboarding program for new hires.
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