Transfer Agency Shareholder Service Representative

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

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.

Transfer Agency Shareholder Service Representative – Senior

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being. If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

BBH is looking to bring on a Transfer Agency Shareholder Services Representative Senior. This individual will be responsible for the processing of all internal and external enquires and other related tasks for the funds for which BBH acts as Registrar. Specifics responsibilities include assisting the Manager, Team Leader and/or Supervisor with the review and authorization of processing as directed, be the key contact for client, investor or inter-departmental queries arising. This individual will cover the 12pm-8pm shift, and work from the office 3 days a week.

Responsibilities

• Process and validate all inquiries within agreed internal and external Service Level Agreement’s.
• Ensure all inquiries are logged into the query management database, follow up inquiries that remain unresolved outside of agreed Service Level Agreement’s and review with the Supervisor or Manager any issues requiring escalation.
• Assist in overseeing the day-to-day activities of the department.
• Validate and approve related tasks including but not restricted to client reporting.
• Effectively handle special processing situations including exceptions that require strong oversight.
• Actively participate and work with the Client Service Managers and Production Support in the launch of any incremental business.
• Ensure the preparation of any mailings required for internal or external vendors.
• Ensure terms of Funds prospectus are being always adhered to.
• Keep errors and omissions at a strict minimum at all times and ensure deadlines are met.
• Ensure that policies and procedures are adhered to on a daily basis and have this proofed and suggest changes or amendments procedures and service standards, as identified.
• Complete month end reporting internally and externally.
• Remain knowledgeable of changing industry initiatives (attend to presentations, work sessions & personal effort) and educate clients continually through presentations.
• Establish solid contacts with all areas and all levels at clients’ organizations as well as inter departmental.

Qualifications

• Bachelors degree and/or equivalent work experience.
• Minimum of 1-3 years of Transfer Agency, Fund Accounting, or other fund industry experience.
• Ability to work 12:00 PM – 8:00 PM Shift.
• Prior experience working in a client servicing focused work environment.
• Attention to detail and proven ability to handle complexity.
• Ability to multitask and to manage competing priorities given broad portfolio of clients.
• Ability to work effectively under pressure and demonstrate initiative.
• Proven ability to communicate effectively both verbally and in writing.
• Proven ability to adapt to change and problem solving.
• Good knowledge of standard Office applications (Word, Excel and PowerPoint).
• Knowledge or prior experience of payments systems and reconciliations systems and or Multi-funds is an advantage.
• Ability to work overtime as necessary.

What We Offer

• A collaborative environment that enables you to step outside your role to add value wherever you can
• Direct access to clients, information and experts across all business areas around the world
• Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
• A culture of inclusion that values each employee’s unique perspective
• High-quality benefits program emphasizing good health, financial security, and peace of mind
• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
• Volunteer opportunities to give back to your community and help transform the lives of others

Salary Range

$55,000-$70,000 + 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.

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.

Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. BBH works with leading asset managers, financial institutions, private businesses and their owners, wealthy families, and sophisticated institutional investors. As a private partnership, we are uniquely built to put clients first and create success that lasts. We believe our success starts with yours. At BBH, partnership is more than a form of ownership—it’s our approach to business and relationships. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice. 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. No matter where you sit in the organization, everyone is empowered to contribute their ideas and perspective. BBHers can pick up the phone and call any colleague, and they are happy to help – which is why expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. Delivering for our clients and each other energizes us. 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. 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. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.