Funds Transfer Analyst

Brown Brothers Harriman•Boston, MA

1d•$65,000 - $90,000•Hybrid

About The Position

The Funds Transfer Analyst is responsible for the effective, timely authentication, and processing of client instructions within the Client Account Services group, as a part of Capital Partners. This role manages and oversees all funds transfer requests, including wires, checks, ACH, and book transfers, for Multi-Family Office, Banking, and Institutional clients. S/he serves as the first point of escalation in cases where instructions cannot be authenticated in accordance with policy, procedures, and/or client profile. S/he collaborates with the Supervisor to continuously improve the process in terms of productivity, risk mitigation, and improved client experience.

Requirements

BS/BA degree or equivalent work experience, with 2-3+ years of relevant experience in funds transfer, banking operations, or a related field.
Strong written and verbal communication skills.
Proficient in Excel a plus.
Strong interpersonal, collaboration, and relationship management skills.
Ability to manage multiple tasks in a fast-paced deadline driven environment.
Excellent organizational skills and a strong attention to detail, including risk awareness and ability to identify red flags.
Ability to exercise independent judgment and work autonomously, as well as collaboratively as part of a team.
Knowledge of USD and Foreign Currency Payment Processing, Keystone, Pivotal CRM, and Addvantage.

Responsibilities

Analyze instructions that fall outside standard parameters while adhering to established policies and controls.
Assess client documentation for completeness and validity, determining authentication before processing.
Evaluate ambiguous or higher-risk situations and decide the appropriate course of action, escalating when necessary.
Serve as subject matter expert on funds transfers.
Identify process enhancements, lead automation efforts, and oversee testing of improvements.
Recommend and prioritize workflow enhancements to improve efficiency and productivity.
Proactively identify potential issues and determine corrective actions before they escalate.
Serve as first point of escalation for funds transfer and authentication issues, resolving or routing as needed.
Conduct client callbacks to authenticate documentation and instructions per Firm policy.
Evaluate priorities and determine the optimal sequence for executing sensitive USD or foreign currency transactions.
Perform sight and rekey verification, identifying discrepancies and determining resolutions.
Independently resolve high-risk and exception items, ensuring timely delivery and adherence to controls.
Optimize productivity while remaining responsive to client needs and proactive on problem avoidance.