Transfer Agency Shareholder Services Rep- Alts

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 BBH, 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.

Join us as a Shareholder Services Representative in the Alternatives Department!

Brown Brothers Harriman is currently recruiting a Shareholder Services Representative in the Alternatives Department. The position in the Alternatives Department is an entry level role responsible for assisting team members with the processing of investor queries and preparing periodic reporting. As the Shareholder Services team is responsible for being the eyes and ears of our clients, an eagerness to learn in a dynamic environment is a must.

If you are looking to push your career to the next level, take the next step by submitting your resume.

Working under direct supervision, the Transfer Agency Rep-Alts is an entry level position responsible for assisting more senior members with the processing of investor transactions such as the recording of commitments, capital calls, distributions, transfers and redemptions.

The department is responsible for the overall ALTS Transfer Agency activity. A key element to overall client service is the timely and accurate completion of all deliverables (i.e. All trading activity and reporting is carried out in accordance with the Funds’ prospectus and processed in accordance with the agreed operating procedures). The representative is responsible for ensuring all deliverables which they prepare directly responsible for preparing are prepared accurately and on a timely basis. In this context, the representative will be responsible for the least complex clients or tasks performed within the team structure and will perform these tasks under the supervision of the ALTS TA supervisor and / or team leader.

Some key responsibilities include: 

• Provide support to the team in establishing solid client contact through prompt follow-up.
• Interact and establish solid relationships within the transfer agency team.
• Process client / Investors queries within their agreed SLA.
• Deliver high quality work with attention to detail.
• Comply with all the policies and procedures of the firm.
• Identify problems at an early stage and escalate as necessary.

Qualifications:

• BA/BS degree, and/or equivalent work experience.
• Excellent communication skills.
• Ability to work accurately and quickly under pressure.
• Aptitude for numbers, accuracy and organization.

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