Ops SpecialistCAP

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

The Ops Specialist in Client Account Profile team is responsible for ensuring that new accounts are set up properly and maintained effectively on BBH&Co. systems.  The Specialist will develop an in-depth knowledge of BBH&Co.’s business lines, sub custodian network, and systems such as the Unified Account File (UAF), Keystone, and Fircosoft.  He/she should assist internal clients in the account opening process and keep them updated on the status of their account openings and maintenance.  The Client Account Specialist will work closely with the Client Service Group to provide our internal clients with quick and accurate account set-ups.

Responsibilities:

Process Transactions

• Set up new accounts, make changes to existing accounts and close accounts that are no longer needed.

• Code data from the new account form into various BBH&Co. systems.

• Perform maintenance functions on existing accounts.

• Escalate problem items.

Problem Resolution

• Monitor and identify incomplete and/or inconsistent information that may result in risk to BBH or our clients. Resolve the discrepancy and execute transaction.

• Escalate problem items.

Communications

• Communicate professionally and constructively to effectively resolve issues in order to minimize risk and exposure.

• Provide superior client service.

• Communicate as part of a team.

Process Improvement

• Gain an understanding of the big picture – how specific function impacts the firm.

• Contribute to Division or Firm process improvement activities.

• Understands BBH’s systems and workflows beyond immediate team and utilizes this knowledge to suggest process improvements that will benefit the department.

• Assists team in developing and implementing process improvements which will reduce risk and/or increase productivity.

• Learn how BBH&Co., systems interact with one another.

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.

Other requirements (licenses, certifications, specialized training, physical or mental abilities required)

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.

   

Salary Range

$56,000

BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with be