Senior Transfer Agency Specialist — Hybrid

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

Benefits offered by this job

Collaborative environment

Direct access to clients and experts

Growth opportunities

Inclusive culture

Competitive benefits package

Work-life balance

Volunteer opportunities

Job summary

Brown Brothers Harriman in Boston is seeking a Senior Transfer Agency Shareholder Services Representative. You will process client and investor inquiries, support the review and authorization of processing, and serve as the main contact for client and inter-departmental queries while working a 12:00 PM – 8:00 PM shift with three office days per week.

This role requires a bachelor’s degree or equivalent, 1–3 years in transfer agency or fund accounting, and strong attention to detail.

Qualifications

• Bachelor's degree or equivalent work experience.
• 1–3 years Transfer Agency, Fund Accounting, or related fund industry experience.
• Ability to work 12:00 PM – 8:00 PM shift.
• Experience in a client servicing environment.
• Attention to detail with ability to handle complexity.
• Multitasking and prioritization across a broad client portfolio.
• Ability to work under pressure and take initiative.
• Strong written and verbal communication skills.
• Adaptability and problem-solving.
• Proficiency with Word, Excel and PowerPoint.

Responsibilities

• Process and validate inquiries within internal and external SLAs.
• Log inquiries in the management database and escalate as needed.
• Oversee day-to-day department activities.
• Validate tasks including client reporting.
• Handle special processing situations with oversight.
• Collaborate with Client Service Managers on launches.
• Prepare mailings for vendors and ensure prospectus compliance.
• Maintain low error rates and meet deadlines.
• Ensure adherence to procedures and suggest improvements.
• Complete month-end reporting and client communications.

Skills

Client servicing

Time management

Education

Bachelor's degree or equivalent

Tools

MS Office

Payments systems

Reconciliations systems

Job description

Brown Brothers Harriman in Boston is seeking a Senior Transfer Agency Shareholder Services Representative. You will process client and investor inquiries, support the review and authorization of processing, and serve as the main contact for client and inter-departmental queries while working a 12:00 PM – 8:00 PM shift with three office days per week.

This role requires a bachelor’s degree or equivalent, 1–3 years in transfer agency or fund accounting, and strong attention to detail.