Senior Client Service Specialist - Fund Accounting & Alternatives

Brown Brothers Harriman; Boston (MA); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Base salary

Discretionary bonuses

Profit-sharing

Long-term savings

Healthcare

Income protection

Professional development opportunities

Time off

Job summary

Brown Brothers Harriman (BBH) in Boston seeks a Senior Client Service Representative to support fund accounting, administration and custody client relationships. The CSR will assist more senior team members with oversight of operational production, client accounts, reporting and analyses to ensure high client satisfaction.

The role emphasizes learning one core function of service delivery, such as fund accounting or custody, and developing knowledge of IFRS and GAAP investor reporting.

Qualifications

• BA or equivalent required
• At least 1 year of relevant or industry experience preferred
• Strong written, verbal and presentation skills
• Aptitude for numbers, accuracy and organization
• Ability to work accurately and quickly under pressure
• Creative problem-solving skills including the ability to identify, recommend and implement solutions
• Ability to learn and adapt to new technologies and systems
• Language skills commensurate with office location and client relationships supported
• Ability to work in a collaborative environment that requires collaboration with multiple teams

Responsibilities

• Work effectively with to support client requests, deliverables and issue resolution
• Effectively monitor and respond to client inquiries
• Assist in activities that support the measurement of Client Service Standards across the various products BBH provides to our clients
• Provide filtering and escalation for client requests
• Utilize relevant internal technology solutions to effectively manage and ...
• Provide a timely response and solution to internal inquiries, escalating to Client Service Supervisor as necessary
• Ensure adherence to all established standard procedures, best practices and process controls
• Review and discuss issues requiring escalation with client service team
• Develop an in-depth working knowledge in one of the core functions of service delivery - i.e. fund accounting or custody. Relevant knowledge of the core functions includes: Fund accounting, Custody

Skills

Written & Verbal Communication

Presentation Skills

Numerical Aptitude

Problem Solving

Adaptability

Collaboration

Language Skills

Working Under Pressure

Education

BA or equivalent

Job description

Brown Brothers Harriman (BBH) in Boston seeks a Senior Client Service Representative to support fund accounting, administration and custody client relationships. The CSR will assist more senior team members with oversight of operational production, client accounts, reporting and analyses to ensure high client satisfaction.

The role emphasizes learning one core function of service delivery, such as fund accounting or custody, and developing knowledge of IFRS and GAAP investor reporting.