- 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
- Technology Management
- Utilize relevant internal technology solutions to effectively manage client inquiries
- Introduce and familiarize clients with new technology, automation tools and products
- 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.
- BS/BA degree preferably in a business, finance, or accounting related concentration and/or equivalent work experience
- 2 to 3 years of Industry 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
- 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
- Comprehensive working knowledge of Microsoft Office products
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Sr. Client Service Representative - Boston, United States - Brown Brothers Harriman
Description
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 applicationWhat 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.
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
Education level and/or relevant experience(s)
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.
