Senior Client Service Specialist, Funds & Custody

Brown Brothers Harriman & Co.; Boston, Northern (MA, KY); Hybrid; USD 55,000 - 70,000; Full time

Benefits offered by this job

Base salary + annual bonus

Job summary

Brown Brothers Harriman (BBH) is seeking a Sr. Client Service Representative in Boston to serve as a primary contact for clients and internal teams.

You will resolve inquiries, support fund accounting, administration and custody services, and contribute to risk control while guiding junior staff. You will leverage Microsoft Office and internal tech tools to respond quickly, prioritize client requests, and maintain strong client relationships.

Qualifications

• BS/BA degree in business, finance, or accounting or equivalent experience.
• 2–3 years of industry experience.
• Strong verbal and written communication skills.
• Ability to learn and utilize new technologies to research, analyze, and resolve client needs.
• Ability to work quickly and accurately in a deadline-driven environment.
• Ability to build and maintain client relationships.

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.
• Work with internal departments or third-party providers to prioritize client requests and issues.
• Execute reviews of internal reporting and escalate issues to the Client Service Supervisor.
• Utilize relevant internal technology solutions to manage client inquiries.
• Introduce clients to new technology, automation tools and products.
• Monitor receipt of client documentation and analyze exposure to BBH/client.

Skills

Client service

Communication

Time management

Analytical skills

Education

BS/BA in business/finance/accounting or equivalent

Tools

Microsoft Office

Job description

Brown Brothers Harriman (BBH) is seeking a Sr. Client Service Representative in Boston to serve as a primary contact for clients and internal teams.

You will resolve inquiries, support fund accounting, administration and custody services, and contribute to risk control while guiding junior staff. You will leverage Microsoft Office and internal tech tools to respond quickly, prioritize client requests, and maintain strong client relationships.