4 часа назад
Junior Client Service Representative (Financial Services)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Junior Client Service Representative (Financial Services): Processing custody account openings, client due diligence documentation, and access provisioning for the BBH Infuse portal with an accent on client service quality, risk reduction, and coordination with internal teams and external clients. Focus on validating documentation, maintaining operational procedures and trackers, and improving account-opening processes.
Location: Kraków, Poland; hybrid model with 3 days per week in the office (2 office days for a parent of a child up to 4 years old)
Company
is a global financial services firm providing investor services, capital partner solutions, specialist expertise, and technology-enabled client management.
What you will do
- Process custody account opening requests from corporate and direct clients in cooperation with internal teams and client service groups.
- Validate and upload client due diligence documentation related to account opening.
- Provision and maintain client users’ access to the BBH Infuse portal.
- Deliver high-quality services in line with BBH policies and procedures while minimizing operational risk.
- Keep desktop procedures and internal trackers up to date and share knowledge within the team.
- Participate in process improvement initiatives and projects.
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 for internal and external collaboration.
- Good knowledge of Microsoft Office tools.
Culture & Benefits
- Hybrid work model in Kraków with regular office collaboration.
- One Culture Celebration Day and one Community Service Day in addition to standard paid vacation.
- Private medical care, life insurance, and an Employee Assistance Program with confidential counselling for employees and families.
- Professional training and qualification support, plus a wellbeing program.
- Online Social Fund benefits platform and social, sports, and integration events.
- Structured onboarding program for new hires.
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