Operations Lead Specialist - Corporate Actions Tax

Brown Brothers Harriman & Co•Jersey City, NJ

About The Position

The Operations Lead Specialist – Corporate Actions Tax is responsible for handling complex global processing, balancing, and reconciliation of custody positions related to tax reclaim entitlements. The role includes receiving and authenticating instructions, entering and verifying instructions using dual controls, and supporting the supervisor with unit productivity and workflow management. The specialist also helps train employees and ensures quality-control standards are met. The role works with other BBH departments and the sub-custodian network to resolve issues and ensure timely, accurate payments. It supports client servicing by resolving complex discrepancies, maintaining operational controls, and contributing to improvements in straight-through processing. The position requires applying knowledge of Division goals and understanding how the function affects the broader firm.

Requirements

BS/BA degree or equivalent work experience.
1 to 2 years of custody, securities processing, or other industry experience.
Research, analysis, and problem-resolution skills.
Effective professional verbal and written communication skills.
Strong organizational skills and attention to detail.
Ability to multitask, work in a team environment, meet deadlines, and work under pressure.
Proactive, self-starting, detail-oriented, and goal-oriented approach.
Basic understanding sufficient to use core custody and BBH Operations systems to support client-service deliverables.
Computer literacy, including Microsoft Excel, PowerPoint, and Word.

Responsibilities

Ensure daily tax reclaim processing meets quality and timeliness standards.
Coordinate control- and production-related activities.
Coordinate intraday and end-of-day prioritization, reconciliation, daily work, proof, and control.
Improve individual productivity and help ensure deadlines and requirements are met.
Manage daily production reporting.
Monitor complex issues and assist with their resolution.
Review errors and omissions situations, identify root causes, and recommend corrective actions.
Follow up on open inquiries and work with other BBH departments to resolve issues.
Communicate professionally and constructively to resolve issues and minimize risk and exposure.
Review and verify team members’ work and approve or sign off on that work.
Work with the sub-custodian network to ensure timely and accurate payments.
Support the development and training of team members.
Assist team members with day-to-day activities and provide backup support.
Effectively use and operate tools and technology appropriate to the role.
Contribute to Division or Firm process-improvement activities, including improvements to straight-through processing.
Maintain and apply knowledge of Division goals and business objectives, and perform activities that support them.
Develop an understanding of the full scope of the Division and how the function affects the firm.
Multitask within time constraints and available resources.
Repair and resolve complex discrepancies affecting client servicing in a timely and accurate manner.