Senior Client Service Representative Job at Brown Brothers Harriman
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!
What You Can Expect At BBH:
If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.
At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.
If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.
If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.
The Senior Client Service Representative, serves as a primary contact for clients and provides timely and accurate resolution of client inquiries to ensure exceptional levels of client service are met. The Senior Client Service Representative performs reviews of daily service and transaction work and actively participates in the execution of client account conversions. The Sr. Client Service Representative operates under less direction than the Client Service Representative, supports funds with greater complexity, works on larger accounts, and supports the guidance and training of newly hired, less experienced staff.
Senior Client Service Representative
Client Service and Inquiry Response
- Proactively respond to client inquiries on a daily basis.
- Work effectively with internal departments to prioritize client requests, deliverables and issue resolution.
Risk Management and Control
- Complete monthly client reporting requirements.
- Assist in maintaining and reporting on client service related metrics.
- Participate in team based project work and audits.
- Monitor receipt of all client documentation (tax, KYC, account information, authorized signers, etc.) and analyze exposure of missing documentation to BBH/client.
- Ensure proper escalation and follow through on claims payments and invoice collection.
Technology / Productivity
- Effectively utilize BBH's internal systems to support daily client servicing deliverables.
- Utilize relevant internal technology solutions to effectively manage client inquiries.
- Ensure any accounting related issues or breaks are reviewed and resolved daily.
Education level and/or relevant experience(s)
- BS/BA degree preferably in a business, finance, or accounting related concentration and/or equivalent work experience.
- 1 + years global custody, fund accounting or ETF experice.
- Prior work experience in a client servicing role is preferred
- Ability to effectively prioritize and resolve client needs.
- Ability to work quickly and accurately in a deadline oriented environment.
- Ability to build and maintain internal and external client relationships.
- Ability to communicate effectively both verbally and in writing.
- Ability to learn and utilize new technologies to research, analyze, and resolve client needs. Experience in reporting and managing multiple data sources.
- Knowledge of custody, fund accounting corporate actions, equity, fixed income and derivative investments, and emerging markets.
- Strong ability to apply analytical skills to data, work flows numeric information and problem solving.
- Comprehensive working knowledge of Excel.
What We Offer
- A collaborative environment that enables you to step outside your role to add value wherever you can
- Direct access to clients, information and experts across all business areas around the world
- Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
- A culture of inclusion that values each employee’s unique perspective
- High-quality benefits program emphasizing good health, financial security, and peace of mind
- Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
- Volunteer opportunities to give back to your community and help transform the lives of others
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