Transfer Agency Trailer Fees Supervisor

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 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!

Join us as a Transfer Agency Trailer Fees Supervisor.

Brown Brothers Harriman is currently recruiting Transfer Agency Trailer Fees Supervisor to join our Transfer Agency team. In this role you will be responsible for directing team members within the Trailer Fees Team with the objective to achieve overall high accuracy and client satisfaction. Achieving this will require strong people management, initiative, and attention to detail as well as the ability to delegate and to gain the commitment among team members.

Some of your key responsibilities include:  

• Oversee the day-to-day activities of the department.

• Set-up of Trailer Fee Agreements in the Trailer Fee System & Static Data maintenance

• Process Trailer Fees and Rebates.

• Prepare various Trailer Fee Reports and Re-investment Transactions.

• Prepare / Approve payments of commissions.

• Ensure adherence to all established procedures and controls (including money laundering prevention, banking secrecy).

• Communicate professionally and constructively to effectively address and resolve issues with other sections and departments.

• Prepare the monthly management information.

• Investigate and follow-up client and distributor queries.

• Build and maintain an excellent relationship with the customers and their shareholders.

• Conduct annual performance appraisals and provide regular feedback based on goals for direct reports.

• Participate in the interview and selection process for job applicants, assist new staff members in learning job specific tasks.

What we offer:

• 2 additional days added to your holiday calendar for Culture Celebration and Community Service

• Private medical care for you and your family

• Life Insurance

• Hybrid Working Opportunities

• Professional trainings and qualification support

• Thrive Wellbeing Program

• Online benefit platform

• Contracts for an indefinite period of time with no probation period

Desired Qualifications:

• BA/BS degree in a business related field, and/or equivalent work experience.

• 3+ years of Financial Services Industry Experience.

• 1+ years of supervisory experience will be an advantage

• Strong written, verbal and presentation skills and well-developed communication skills

• Ability to work accurately and quickly under pressure.

• Creative problem solving skills including the ability to identify, recommend and implement solutions.

• Ability to learn and adapt to new technologies and systems.

• Language skills commensurate with office location and client relationships supported.

• Ability to work in a collaborative environment that requires collaboration with multiple teams.

What You Can Expect At BBH:

If you join BBH you will a 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