Senior Client Service Specialist - Funds & Accounts

Brown Brothers Harriman; Boston (MA); On-site; USD 55,000 - 70,000; Full time

Job summary

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. The Sr.

Client Service Representative serves as a primary contact for clients and internal teams, focusing on Fund Accounting, Administration and Custody for assigned relationships. The role emphasizes timely resolution of inquiries, cross-functional collaboration, and adherence to client service standards.

Qualifications

• 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, workflows, numeric information and problem solving.

Responsibilities

• 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 elevate issues which may impact client servicing to the Client Service Supervisor.
• Participate in team-based project work and audits.
• Utilize relevant internal technology solutions to effectively manage client inquiries.
• Introduce and familiarize clients with new technology, automation tools and products.
• Where required, monitor receipt of all client documentation and analyze exposure of missing documentation to BBH/client.

Skills

Communication

Prioritization

Analytical skills

Client relationship management

Learning new technologies

Time management

Problem solving

Education

BS/BA degree in business, finance, or accounting related concentration

Job description

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. The Sr.

Client Service Representative serves as a primary contact for clients and internal teams, focusing on Fund Accounting, Administration and Custody for assigned relationships. The role emphasizes timely resolution of inquiries, cross-functional collaboration, and adherence to client service standards.