Junior Transfer Agency Shareholder Service Representative

Junior Transfer Agency Shareholder Service Representative

Location: Kraków
Type of work: Full time
Hybrid model: 3 days per week in office, 2 days per week for parents of children up to 4 years old.

We hire a Junior Transfer Agency Shareholder Service Representative to process inquiries and support the Transfer Agency team’s day‑to‑day operations, ensuring high service quality for clients, investors and internal stakeholders.

Responsibilities

• Process inquiries within agreed internal and external Service Level Agreements (SLAs).
• Log inquiries in the query management database and follow up on outstanding items.
• Assist with client reporting and other operational tasks.
• Support handling of non‑routine processing items and help raise escalations when appropriate.
• Collaborate with Client Service Managers and Production Support teams on new business initiatives.
• Prepare mailings and communications for internal or external recipients.
• Ensure fund prospectus requirements are followed in daily processing activities.
• Maintain accuracy and meet established deadlines.
• Follow established policies and procedures and identify opportunities for process improvements.
• Assist with month‑end reporting activities.
• Develop knowledge of industry trends and participate in training sessions and presentations.
• Build effective working relationships with colleagues, clients and stakeholders.

Qualifications

• Bachelor’s degree (Master’s preferred) or equivalent work experience.
• English proficiency, C1 level.
• 0.5–2 years of experience in Transfer Agency, Fund Accounting, Financial Services or a related field.
• Strong customer service orientation and willingness to learn.
• Good attention to detail and accuracy.
• Ability to manage multiple tasks and priorities.
• Ability to work effectively in a team environment and meet deadlines.
• Good verbal and written communication skills in English.
• Problem‑solving attitude and willingness to adapt to change.
• Knowledge of Microsoft Office applications (Word, Excel and PowerPoint).
• Knowledge of Transfer Agency systems, payment systems, reconciliations or Multifonds is an advantage but not required.

Benefits

• Paid standard vacation allowance.
• Private medical care.
• Life insurance.
• Employee Assistance Program providing confidential counselling services.
• Professional training and qualification support.
• Well‑being program.
• Online social fund benefit platform.
• Social, sports and integration events.
• Onboarding program for new hires.

We value diverse experiences. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification listed, please apply.

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