Client Service Representative - LATAM

Brown Brothers Harriman & Co•Jersey City, NJ

About The Position

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. OVERVIEW: We are seeking a resource within the LATAM Client Service Team that works independently servicing institutional relationships to ensure an exceptional level of client service is met. This role supports institutional clients under direction from the Client Service Supervisor, works on cross-client projects and other business initiatives while acting as an escalation point for resolution of issues by other team members.

Requirements

Bachelor’s degree in finance, accounting, or similar field
Basic understanding of global custody and/or the financial services industry
Client facing skills
Excellent written and verbal communication skills both in English and Spanish is required
Excellent problem-solving skills

Nice To Haves

Basic understanding of Equity, Fixed Income, Mutual funds, and Alternatives funds is a plus but not required

Responsibilities

Work independently to respond to all client inquiries on a daily basis
Maintain relationship objectives, developing a proactive relationship and service plan to ensure an exceptional value-added service to clients
Maintain a strong knowledge of BBH departments, systems and services across all products and businesses
Introduce and familiarize clients with new technology, automation tools and BBH Worldview systems
Participate in the coordination of new business and product implementations, conversations and special projects as required
Understand the way in which BBH and our clients operate to be able to suggest and implement changes
Maintain a strong knowledge of industry initiatives to help anticipate future client requests
Identify ways to improve productivity and efficiency within the team
Adhere to and assist in implementing all risk policies and procedures
Monitor receipt of all client documentation
Represent the department in cross office meetings
Communicate deliverables and action items from these meetings to the Client Service Manager and Team Leaders/Supervisors