Client Service Representative - Alternatives

Brown Brothers Harriman & Co • Boston, MA

1d

About The Position

The Client Service Representative – Alternative Investments (CSR) is an entry-level position working under direct supervision and responsible for servicing and maintaining oversight of assigned client relationships. The role focuses on Fund Accounting, Administration, and Custody disciplines and the applicable product offerings. The CSR assists more senior team members with oversight of operational production, client accounts, client conversions, reporting, and analyses to support high client satisfaction.

The CSR supports client requests, deliverables, and issue resolution; monitors and responds to inquiries; helps measure client service standards; and filters or escalates requests using relevant internal technology solutions. The role also develops in-depth working knowledge of a core service-delivery function, either fund accounting or custody, and of the alternatives industry and its regulatory environment. The CSR follows established procedures, best practices, and process controls, and discusses issues requiring escalation with the client service team.

Requirements

• Bachelor of Arts degree or equivalent.
• Strong written, verbal, and presentation skills.
• Aptitude for numbers, accuracy, and organization.
• Ability to work accurately and quickly under pressure.
• Creative problem-solving skills, including the ability to identify, recommend, and implement solutions.
• Ability to learn and adapt to new technologies and systems.
• Language skills commensurate with office location and supported client relationships.
• Ability to work collaboratively with multiple teams.

Responsibilities

• Support client requests, deliverables, and issue resolution.
• Monitor and respond to client inquiries.
• Assist with activities measuring Client Service Standards across BBH products.
• Filter and escalate client requests as appropriate.
• Use internal technology solutions to manage and escalate client inquiries.
• Respond promptly to internal inquiries and escalate to a Senior Client Service Representative as necessary.
• Develop in-depth working knowledge of a core service-delivery function, such as fund accounting or custody.
• Develop knowledge of alternatives-industry initiatives and the regulatory environment.
• Adhere to established standard procedures, best practices, and process controls.
• Review and discuss issues requiring escalation with the client service team.
• Assist more senior team members with oversight of operational production, client accounts, client conversions, reporting, and analyses.

Benefits

• Annual target bonus; discretionary bonuses and profit-sharing are part of the compensation program.
• Benefits covering long-term savings, healthcare, and income protection.
• Professional development opportunities.
• Time off.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level