Client Service Representative - Alternatives

Brown Brothers Harriman•Boston, MA

3d•$45,000 - $60,000•Onsite

About The Position

Working under direct supervision, the Client Service Representative – Alternatives (CSR) is an entry-level position responsible for enhancing BBH’s Alternative Client Service offering for internal stakeholders. The individual focuses on business implementation requests and automation initiatives, leveraging collaboration tools (JIRA) and automation platforms (Alteryx, agentic AI) to support Alts product offerings for assigned client relationships. The CSR will assist senior team members with automation implementation oversight, project support, new technology adoption, and analytical work to ensure high levels of client satisfaction and operational efficiency.

Requirements

Familiarity with or interest in automation tools (e.g., Alteryx, Agentic AI, Power Platform)
Experience with collaboration and workflow tools such as JIRA or similar platforms
Strong proficiency in Microsoft Excel; experience with data analysis tools is a plus
Strong analytical and problem-solving skills
Attention to detail and ability to manage multiple tasks
Effective communication and collaboration skills
Eagerness to learn new technologies and processes
Ability to work in a fast-paced, team-oriented environment

Nice To Haves

Exposure to Alternatives products (e.g., hedge funds, private equity, real assets)
Familiarity with project management framework and process improvement methodologies is a plus
Interest in automation, AI, and digital transformation initiatives

Responsibilities

Support the development and implementation of automation solutions using tools such as Alteryx and Agentic AI to streamline operational workflows
Identify manual, repetitive, and time-intensive processes and assist in designing automated solutions to improve efficiency and reduce operational risk
Leverage automation to: Reduce manual data entry and reconciliation efforts, Improve turnaround time for client service requests and reporting deliverables, Enhance data accuracy and consistency across systems
Assist in building and maintaining automated workflows, including data pipelines, reporting processes, and task triggers
Utilize Agentic AI and other AI-assisted tools to accelerate documentation, analysis, and communication tasks
Monitor and validate automation outputs to ensure accuracy, completeness, and reliability of results
Partner with senior team members to test, optimize, and continuously improve automation solutions
Document automation logic, workflows, and process changes to ensure transparency, scalability, and knowledge sharing across the team
Track efficiency gains and performance improvements associated with automation initiatives (e.g., time saved, process cycle reduction)
Support the broader team’s adoption of automation tools by sharing knowledge, best practices, and assisting with onboarding efforts