Junior Transfer Agency Shareholder Service Representative (Financial Services)

Location: Kraków, Poland; hybrid model with 3 days per week in the office, or 2 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 partner solutions, specialist expertise, and technology-enabled client management.

What you will do

• Process internal and external inquiries within agreed service-level agreements.
• Log queries, follow up on outstanding items, and support issue escalation under senior team guidance.
• Assist with client reporting, month-end reporting, mailings, communications, and other operational activities.
• Support non-routine processing and ensure daily work follows fund prospectus requirements, policies, and procedures.
• Cooperate with Client Service Managers and Production Support teams on new business initiatives and process improvements.
• Build effective relationships with colleagues, clients, investors, and other stakeholders while maintaining accuracy and meeting deadlines.

Requirements

• Bachelor's degree and preferably a master's degree, or equivalent work experience.
• English at C1 level required.
• 0.5–2 years of experience in Transfer Agency, Fund Accounting, Financial Services, or a related field.
• Strong customer service orientation, attention to detail, accuracy, and willingness to learn.
• Ability to manage multiple priorities, work in a team, meet deadlines, solve problems, and adapt to change.
• Good knowledge of Microsoft Word, Excel, and PowerPoint.

Nice to have

• Knowledge of Transfer Agency systems, payment systems, reconciliations, or Multifonds.

Culture & Benefits

• Private medical care and life insurance.
• Employee Assistance Program with confidential counselling for employees and their families.
• Professional training and qualification support.
• Wellbeing Program and online Social Fund benefit platform.
• Culture Celebration Day and Community Service Day in addition to standard paid vacation.
• Onboarding, social, sports, and integration events.