Senior Client Service Representative

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.

Senior Client Service Representative

The Senior Client Service Representative (Sr. CSR) serves as a primary contact for clients and internal operational teams. The Sr. CSR provides timely and accurate resolution of internal and client inquiries to ensure exceptional levels of client service are met. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships. The Sr. CSR operates under less direction than the Client Service Representative and supports the guidance and training of newly hired, less experienced staff.

The Senior Client Service Representative manage client and internal inquiries, liaise with clients on ongoing issues, and ensure inquiries are being handled by responsible teams in a timely manner. Perform reconciliations of accounting breaks (Cash, Past Due, Fund Accounting and Custody) as well as tax rate adjustments to provide oversight to the control environment. Perform daily due diligence to ensure that trades, corporate actions, and cash movements are processed accurately. Coordinate the execution of periodic fund events with appropriate internal departments. Ensure daily, weekly, and monthly reporting requirements are completed accurately.

Client Service

Proactively respond to client inquiries on a daily basis

Provide filtering and escalation for client inquiries

Participate in scheduled client meetings as requested

Assist in activities that support the measurement of Client Service Standards across the various products BBH provides to our clients.

Work effectively with internal departments or third party providers to prioritize client requests, deliverables and issue resolution

Execute reviews of internal reporting for assigned client relationships and escalate issues which may impact client servicing to the Client Service Supervisor

Participate in team based project work and audits

Technology Management

Utilize relevant internal technology solutions to effectively manage client inquiries

Introduce and familiarize clients with new technology, automation tools and products

Risk and Control

Where required, monitor receipt of all client documentation (tax, Accounting Elections, KYC, account information, authorized signers, etc.) and analyze exposure of missing documentation to BBH/client.

Skills and Knowledge

BS/BA degree preferably in a business, finance, or accounting related concentration and/or equivalent work experience

2 plus years of Financial Industry experience, Fund Accounting, Administration, Custody, ETF

Ability to communicate effectively both verbally and in writing

Ability to effectively prioritize and resolve client needs

Ability to learn and utilize new technologies to research, analyze, 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

In-depth knowledge and understanding of various securities options, accounting standards and ongoing regulatory changes required

Strong ability to apply analytical skills to data, workflows, numeric information, and problem solving

What You Can Expect At BBH:

If you join BBH you will find 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 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!

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.