Ops SpecialistCA Income

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.

POSITION SUMMARY

Ops Specialist-CA Income: is responsible for the global processing, balancing and reconciling of custody positions related to dividend interest payments. Activities include instruction receipt and authentication, entry instruction and verification (dual controls).

PRINCIPAL RESPONSIBILITIES

1. Process Transactions

• Collects global client's dividend and interest Income payments
• Verify information by validating payment advice received from local market against client receivable

2. Problem Resolution

• Attempt resolution of client entitlement issue internally
• Makes decision to repair or to contact sub-custodian or depository for resolution
• Escalate issue to manager when necessary

3. Communications

• Communicate professionally and constructively to effectively resolve issues in order to minimize risk and exposure.
• Generate custody/operations related systems reports in support of daily, weekly and monthly management reporting
• Repair and resolve discrepancies in a timely and accurate manner keeping client informed

4. Process Improvement

• Identify trends in payment repair including event level, sub-custody level and or market lever repairs
• Contribute to Division/ Firm process improvement activities through improvement of STP (straight through processing)
• Acquire and maintain knowledge of Division goals and business objectives; perform activities that support these goals
• Acquire understanding of full scope of Division and how specific function impacts the firm

5. Client Service

• Repair and resolve discrepancies that impact client servicing in a timely and accurate manner
• Assist in activities that support the measurement of Client Service Standards
• Communicate professionally and constructively to effectively resolve all repairs with client payments in a timely and accurately manner.

KNOWLEDGE, SKILLS AND ABILITIES

Education level and/or relevant experience(s)

• BA/BS degree or equivalent work experience.

Knowledge and skills (general and technical)

• Demonstrated PC skills.
• Ability to identify, escalate and resolve a problem.
• Ability to communicate professionally through effective verbal and written skills.
• Ability to manage time efficiently and effectively.
• Organizational skills and detail-oriented.
• Ability to multi-task.
• Ability to work in a team environment.
• Ability to meet deadlines and work under pressure.

Technical Proficiency/ Credentials

• Effectively utilize BBH's internal systems to support client servicing deliverables
• Computer literate - MS Suite of products - Excel, Powerpoint, Word
• Internet knowledge

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.