Client Service Senior Representative - FA

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.

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.

Join us as a Client Service Senior Representative - Fund Accounting

In this role you will serve as a primary contact for clients and internal operational teams. You will provide timely and accurate resolution of internal and client inquiries to ensure exceptional levels of client service are met. You will focus on the Fund Accounting and Administration disciplines and the applicable product offering for assigned client relationships

Key responsibilities:

1. Fund Accounting 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 escalate issues which may impact client servicing to the Client Service Supervisor
• Participate in team based project work and audits

2.Technology Management

• Utilize relevant internal technology solutions to effectively manage client inquiries
• Introduce and familiarize clients with new technology, automation tools and products

3.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 and requirements:

• 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, work flows, numeric information and problem solving

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

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.