Lead Client Success — Infomediary Tech

Brown Brothers Harriman & Co.; Boston, Northern (MA, KY); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking a Lead Client Service Representative in Boston to deliver outstanding service and technical support to a global client base using Infomediary products. You will partner with clients, troubleshoot issues, and guide product capabilities, acting as a trusted adviser across regions.

You are a self-starter with strong relationship management, able to translate complex concepts for both business and technical audiences, and coordinate with Product, Technology,

Qualifications

• Demonstrated success in a client-facing support, relationship management, or service delivery role within financial services or a technology-enabled environment.
• Ability to translate complex technical concepts and product functionality into clear, client-friendly communications.
• Strong technical aptitude, including experience supporting data platforms, file transmission technologies, SWIFT messaging, web-based applications, and related client solutions.
• Proven ability to manage client issues from initial inquiry through resolution while maintaining a high level of client satisfaction.
• Exceptional communication, presentation, and training skills, with the ability to engage effectively with both technical and non-technical stakeholders.
• Experience supporting multiple products or platforms and balancing a diverse portfolio of client needs in a fast-paced environment.

Responsibilities

• Deliver exceptional client service, serving as a primary point of contact for clients across multiple Infomediary products and solutions.
• Provide functional and technical support to clients, diagnosing issues, identifying root causes, coordinating resolutions, and ensuring timely follow-up.
• Manage daily inquiries from a global client base, including user administration requests, system incidents, market practice questions, data inquiries, and product-related issues.
• Build strong partnerships with clients by understanding their business objectives and proactively recommending solutions that improve their experience and operational efficiency.
• Collaborate closely with Product, Technology, Operations, Investor Services, and other internal teams to advocate for client needs and drive successful outcomes.
• Maintain extensive direct interaction with clients, demonstrating professionalism, responsiveness, and a consultative approach to problem resolution.

Skills

Client-facing support

Relationship management

Technical troubleshooting

Data platforms

SWIFT messaging

Cross-functional collaboration

Tools

SWIFT messaging

SWIFT

Web-based apps

Job description

Brown Brothers Harriman (BBH) is seeking a Lead Client Service Representative in Boston to deliver outstanding service and technical support to a global client base using Infomediary products. You will partner with clients, troubleshoot issues, and guide product capabilities, acting as a trusted adviser across regions.

You are a self-starter with strong relationship management, able to translate complex concepts for both business and technical audiences, and coordinate with Product, Technology,