Client Service Team Leader - Alternatives

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.

The Client Service Team Leader within the Alternatives group serves as a point of escalation for complex issues and directs team resources to achieve overall client satisfaction. As a Team Leader, you will handle day to day aspects of alternatives client relationships, perform core product functions as required, and collaborate on interdepartmental projects.  You will be responsible for managing Client Service Supervisors and overseeing the performance of their teams consisting of Client Service Representatives and Senior Client Service Representatives. Also, you will be expected to understand and consult with clients on a variety of alternatives concepts related to hedge, private equity, private debt, and/or real estate funds.

About the team:

In the Alternatives Client Service Group, we believe collaboration is not only important to the development of our team, we believe it’s a key component to delivering an exceptional level of client service, minimizing risk, and maintaining a growth-oriented learning environment for the future.

We take pride in diversity and welcome individuals with various professional backgrounds. We value your specialized knowledge and facilitate training and mentorship opportunities that will enable you to build on your skill set and further your career in this competitive industry.

As a member of the Alternatives Client Service team, you will help clients improve performance in all aspects. You will serve as a vital conduit between your team and your clients to ensure we meet their differentiated needs and exceed their expectations. The high level of external and internal interaction will enable you to continuously challenge yourself, sharpen your critical thinking skills and play a critical role in the growth of the firm.

To be successful, you’ll need to:

• Be attentive to your team and your clients. Take time to really listen to your client’s needs, understand their goals and how you can improve their experience.
• Be committed to staff development, demonstrate the ability to lead and empower others in a fast-paced work environment. 
• Possess creative problem-solving skills including the ability to identify, recommend and implement solutions.

Key responsibilities include:

• Review and approval of monthly and quarterly NAV packs and allocations for funds investing in private debt, private equity, syndicated debt, OTC and various other equity and fixed income financial instruments
• Work with clients to solve complex problems, including but not limited to multi-currency equalization & IRR calculations
• Act as main point of contact for the client’s auditors to provide documentation, answer queries relating to fund activity and ensure a smooth audit cycle
• Work closely with the BBH Alts financial reporting team during the quarterly and annual cycle
• Preparation and review of capital calls and distributions
• Work with support teams to ensure all teams are working together to ensure a seamless client experience
• Aid in enhancing and enacting new policies, procedures and internal controls, including implementation of new technology tools and updates to associated procedural guides
• Aid in the preparation of monthly and quarterly reporting for client presentation e.g. KPI and Board Reporting decks
• Ensure all client legal, tax and documentation related issues are appropriately documented.
• Act as the primary point of escalation for Systems, Operations, and Risk/Control for any client related issues and proactively manage the resolution process with frequent updates and satisfaction measures.
• Collaborate with Relationship Managers to stay abreast of client goals and identify opportunities to expand client relationships.
• Oversee and ensure training and cross training of employees on relevant job functions to develop breadth and depth of knowledge.
• Participate in inter-departmental and cross Line of Business Project teams.
• Provide ongoing feedback and coaching to staff to improve individual and team performance, including BBH’s annual performance review process. Manage performance issues and disciplinary process for employees falling below set expectations.
• Lead and assist in implementing the coordination of new business and product implementations and conversions.  

Qualifications:

• BA/BS degree in a business related field, and/