Senior Client Service Representative

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

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.

Join us as a Senior Client Service Representative!

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 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.

Some of your key responsibilities include:

• Proactively respond to client inquiries on a daily basis.

• Provide filtering and escalation for client inquiries.

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

• Participate in team-based project work and audits.

• Utilize relevant internal technology solutions to effectively manage client inquiries.

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

What we offer:

• To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance

• 24 days of occasional remote work from Poland during a calendar year

• Contracts for an indefinite period, from day one

• Private medical care

• Life Insurance

• Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.

• Professional trainings and qualification support

• Wellbeing Program

• Online Social Fund benefit platform

• Social, sport and integration events

• Onboarding Program for new hires

Desired Qualifications:

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

• 2 to 3 years of Custody or Client Service experience.

• 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.

• Knowledge and understanding of financial markets and various financial instruments, ongoing regulatory changes preferred.

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

• Comprehensive working knowledge of Microsoft Office products.

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we wo