Senior Client Service Representative in Alternatives Custody Team

Senior Client Service Representative in Alternatives Custody Team

Brown Brothers Harriman

Kraków
Senior Client Service Representative
Alternatives Custody
cash management
client advisory
account setup
account closure
legal document analysis
🤖 team training

Podsumowanie

Senior Client Service Representative – Alternatives Custody: resolve client cash‑management queries, advise on transfers, manage account setups/closures, analyze legal documents, act as primary client contact, train junior staff. Requires finance/economics degree, 2‑3 years finance experience, knowledge of alternative funds, strong Excel, English B2+/C1, analytical and communication skills.

Słowa kluczowe

Senior Client Service RepresentativeAlternatives Custodycash managementclient advisoryaccount setupaccount closurelegal document analysisteam training

Benefity

  • sharing the costs of sports activities
  • private medical care
  • sharing the costs of professional training & courses
  • life insurance
  • integration events
  • employee referral program
  • charity initiatives
  • extra leave

Opis stanowiska

Wymagania

Academic degree, preferably in finance or economy related field, At least 2-3 years professional experience in finance or similar field, where required knowledge and skills could have been acquired, Knowledge about Alternative Funds, accounts set up, cash processing, account maintenance systems, Highly organized, detail oriented and proactive in role, Strong relationship management skills, English language proficiency B2+/ C1, Strong analytical skills, logical thinking, Proven ability to problem solving and recommending solutions, Capable of monitoring and completing a variety of assignments with proper priority, Willingness and ability to work in a client-driven, deadline-oriented environment, Strong verbal and written communication skills, Comprehensive knowledge of Excel

Benefity

sharing the costs of sports activities, private medical care, sharing the costs of professional training & courses, life insurance, integration events, employee referral program, charity initiatives, extra leave

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Wyświetlenia: 9
Opublikowanaokoło miesiąc temu
Wygasaza 8 dni
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