Client Service Team Leader - Alternatives

Brown Brothers Harriman; Boston (MA); On-site; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a Client Service Team Leader to manage client relationships within the Alternatives group. This exciting role involves leading a team, solving complex client issues, and collaborating across departments to enhance client satisfaction. The ideal candidate will have a strong background in alternative investments, particularly in private equity and hedge funds, and exhibit excellent leadership and problem-solving skills. Join a collaborative environment that values diversity and offers opportunities for personal and professional growth. This is a unique chance to make a significant impact in a competitive field.

Benefits

Comprehensive benefits

Global exposure

Opportunities for personal development

Collaborative work environment

Qualifications

• 5+ years in PE/RE/Hedge Fund accounting with supervisory experience.
• Knowledge of alternative industry segments like Private Debt and Equity.

Responsibilities

• Manage client relationships and resolve complex client issues.
• Oversee NAV packs, allocations, and audit cycles for funds.
• Train employees and manage performance within the team.

Skills

Client Relationship Management

Problem-Solving

Leadership

Financial Reporting

Excel Proficiency

Education

BA/BS in a related field

Tools

WSO

Job description

Join to apply for the Client Service Team Leader - Alternatives role at Brown Brothers Harriman.

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We support your professional and personal goals to help our clients and advance our business. With a 200-year legacy and a shared passion for innovation, 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, directing team resources to ensure client satisfaction. Responsibilities include managing Client Service Supervisors and their teams, handling day-to-day client relationships, performing core product functions, and collaborating on interdepartmental projects. You will also consult with clients on alternatives concepts related to hedge funds, private equity, private debt, and real estate funds.

About The Team

In the Alternatives Client Service Group, collaboration is key to delivering exceptional client service, minimizing risk, and fostering a growth-oriented environment. We value diversity and offer training and mentorship to develop your skills and career in this competitive industry.

As a team member, you will help clients improve performance, serve as a conduit between your team and clients, and contribute to the firm’s growth by challenging yourself and sharpening your skills.

To Be Successful, You’ll Need To

• Be attentive to your team and clients, understanding their needs and goals.
• Be committed to staff development, demonstrating leadership and empowerment skills.
• Possess creative problem-solving skills to identify and implement solutions.

Key Responsibilities Include

• Review and approve NAV packs and allocations for various funds.
• Solve complex problems with clients, including multi-currency and IRR calculations.
• Act as the main contact for client auditors, ensuring smooth audit cycles.
• Collaborate with financial reporting teams during quarterly and annual cycles.
• Prepare and review capital calls and distributions.
• Coordinate with support teams to ensure a seamless client experience.
• Enhance policies, procedures, and internal controls, including new technology implementations.
• Prepare monthly and quarterly reports for clients.
• Document legal, tax, and documentation issues.
• Manage escalations related to systems, operations, and risk/control issues.
• Work with Relationship Managers to identify opportunities for client relationship expansion.
• Oversee and train employees, managing performance and disciplinary issues.
• Support new business and product implementations.

Qualifications

• BA/BS in a related field or equivalent experience.
• 5+ years in PE/RE/Hedge Fund accounting; supervisory experience required.
• Knowledge of alternative industry segments such as Private Debt, Private Equity, Hedge Funds, or Real Estate.
• Proficient in Excel; familiarity with WSO preferred.
• Experience with Luxembourg funds is desirable.

What We Offer

• A collaborative, competitive environment.
• Opportunities to interact across multiple areas of the firm.
• Global exposure working with clients and colleagues worldwide.
• Comprehensive benefits promoting health, financial security, and personal development.

We value diverse experiences and encourage applicants from varied backgrounds, even if your career path is non-traditional or you do not meet every listed qualification.

About BBH

Brown Brothers Harriman is a premier global financial services firm, known for premium service, expertise, and a partnership approach. We foster a culture of innovation, stability, and long-term relationships, with leadership actively involved in mentoring future leaders.

Visit BBH.com to learn more about our benefits, philanthropy, sustainability, and support for your personal and professional growth.

We are an equal opportunity employer, considering all qualified applicants regardless of race, color, religion, gender, or other protected statuses.