Senior Client Service Specialist – Funds & Custody

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

Job summary

Brown Brothers Harriman (BBH) is seeking a Sr. Client Service Representative in Boston to be a primary contact for clients and internal teams, delivering timely, accurate resolutions and supporting fund accounting, administration and custody services.

You will respond to inquiries daily, help measure service standards, and collaborate across departments to prioritize requests, resolve issues, and participate in audits. Strong communication, analytics, and MS Office skills are essential.

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
• Comprehensive working knowledge of Microsoft Office products

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

Verbal and written communication

Prioritize and resolve client needs

Learn and utilize new technologies

Work quickly and accurately under dead

Analytical skills for data and problem

Microsoft Office proficiency

Client relationship maintenance

Education

BS/BA in business, finance, or accounting

Tools

Microsoft Office

CRM systems

Job description

Brown Brothers Harriman (BBH) is seeking a Sr. Client Service Representative in Boston to be a primary contact for clients and internal teams, delivering timely, accurate resolutions and supporting fund accounting, administration and custody services.

You will respond to inquiries daily, help measure service standards, and collaborate across departments to prioritize requests, resolve issues, and participate in audits. Strong communication, analytics, and MS Office skills are essential.