Sr. Client Service Representative
Brown Brothers HarrimanAbout the role
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 Sr. 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.
PRINCIPAL RESPONSIBILITIES
1. 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
2. Technology Management
Utilize relevant internal technology solutions to effectively manage client inquiries
Introduce and familiarize clients with new technology, automation tools and products
3. 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.
KNOWLEDGE, SKILLS AND ABILITIES
Education level and/or relevant experience(s)
BS/BA degree preferably in a business, finance, or accounting related concentration and/or equivalent work experience
2 to 3 years of Industry experience
Knowledge and skills (general and technical)
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, work flows, numeric information and problem solving
Other requirements (licenses, certifications, specialized training, physical or mental abilities required)
Comprehensive working knowledge of Microsoft Office products
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