Sr. Client Service Representative

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

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

The Sr. Client Service Representative serves as a primary contact for clients and internal operational teams. S/He provides timely and accurate resolution of internal and client inquiries to ensure exceptional levels of client service are met. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships. The Sr. Client Service Representative operates under less direction than the Client Service Representative and supports the guidance and training of newly hired, less experienced staff.

Key Responsibilities

• Client Service
• 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
• Technology Management
• Utilize relevant internal technology solutions to effectively manage client inquiries
• Introduce and familiarize clients with new technology, automation tools and products
• Risk and Control
• Where required, monitor receipt of all client documentation (tax, Accounting Elections, KYC, account information, authorized signers, etc.) and analyze exposure of missing documentation to BBH/client.

Knowledge, Skills & Experience

• 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
• Other requirements (licenses, certifications, specialized training, physical or mental abilities required)
• Comprehensive working knowledge of Microsoft Office products

Salary Range

$55,000 - $70,000 Base Salary + Annual Target Bonus

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.

We value diverse experiences.

We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH

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. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to-day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.