Team Leader - Alternatives Custody Cash Team
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Requirements
- BS/BA degree and/or equivalent work experience
- At least 7 years of professional experience in finance and banking, including previous experience in people management. Custody/Fund industry experience is an asset
- Knowledge about accounts set up, cash processing, SWIFT/ MX messages, account maintenance systems preferred
- Strong communication and analytical skills
- Strong client service and solution orientation Strong verbal, written, presentation and interpersonal skills
- Self-motivated, capable of monitoring and completing a variety of projects simultaneously
- Ability to work in a high performing, dynamic environment and with strict deadlines
- Risk awareness, including data protection
Benefits
Additional Information
At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career. Location: Kraków Hybrid model: Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years old About the Team: We are experiencing growth in the Alternative Investments business as the industry is also seeing growth in this segment. The Alternatives Custody Team is responsible for responding to clients' inquiries related to cash activity as well as account maintenance. As the team is in direct contact with the clients daily, great focus on client experience is a must. The Client Service Team Leader manages a team of supervisors and subject matter experts responsible for overseeing day to day client needs and providing exceptional client service to their respective clients and serves as a point of escalation for client issues. We are looking for someone who is driven to get things done and views obstacles as an exciting challenge that demands an innovative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in providing trusted value. In our team, you will be responsible for: Provide filtering and escalation for client requests and serve as an escalation point for client service issues Resolve and oversee the Clients' inquiries related to cash management Day to day management of operations for preparation, ensuring accuracy, timeliness and completeness of all client related tasks Act as the primary point of escalation for Clients and Client Service Managers for any issues and proactively manage the resolution process Work closely with Client Service Managers to identify insights & opportunities to expand client relationships Review, escalate and discuss issues requiring attention to Senior Management Oversee the day-to-day activities of the team and direct reports, coordinate their work; gather feedback from your team and clients to identify opportunities to enhance or offer new solutions to clients. Develop knowledge and deep understanding of your clients' day to day needs and opportunities to enhance and/or offer BBH products to solve client problems' Prepare clients' and internal KPIs Proactively lead and support team performance by ensuring clear communication, regular feedback and coaching, effective workflows coordination and timely guidance on performance and development matters Continuous liaison with internal departments and other BBH offices to ensure timely completion of work and service delivery to clients and to actively address and resolve problems Assist in special projects to improve the efficiency, quality and accuracy of work performed by the team Stay abreast of new products and solutions that BBH is engaging with to identify whether and how this technology would be of benefit for your clients and your team Ensure and coordinate training for the new joiners
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