Credit Client Service Administrator

Brown Brothers Harriman•New York, NY

4d•$75,000 - $90,000•Onsite

About The Position

The Credit Client Service Administrator is responsible for supporting the Corporate Lending division of Capital Partners, including the management of client accounts with respect to money movements, lending activity and online access. To be successful, you will need excellent organizational and communication skills and a high attention to detail.

Requirements

Bachelor’s degree or 3-5 years of relevant business experience in the banking / financial services industry.
Data entry experience.
Strong knowledge of Microsoft Word and Excel.
Must be articulate and have the ability to conduct oneself in a professional manner.
Excellent problem solving skills.
Must be able to work both independently and in a team environment.
Excellent verbal, mathematical, and business writing skills.

Nice To Haves

Knowledge of internal BBH systems a plus.

Responsibilities

Oversee all aspects of account management with respect to Corporate Lending clients, including but not limited to incoming and outgoing cash movements, lending activity, KYC requirements, and account documentation.
Monitor receipt of incoming cash for loan payments, and approve outgoing wire transfers as needed, ensuring that accounts are fully covered at all times.
Act as a liaison between Corporate Lending clients and the Loan Services and Letter of Credit teams, with respect to loan, letter of credit and wire activity.
Troubleshoot client issues and inquiries and escalate to the Relationship teams and upper management when necessary.
Review all client accounts daily to ensure none are in overdraft status.
Review all monthly account analysis invoices to ensure accuracy.
Handle clients security access requests to proprietary systems.
Assist in preparation of new account documentation, and set up of cash accounts for new customers.
Foster a positive atmosphere within the office and with clients.
Support and participate in the implementation of banking changes to support the goals and objectives of the business.
Assume the role of business owner when addressing problems and making decisions.