Senior Client Reporting Specialist

Brown Brothers Harriman•Jersey City, NJ

4d•$65,000 - $80,000

About The Position

The Senior Client Reporting Specialist prepares client reporting using data gathered from custody operations, fund accounting services, and/or transfer agency. The role supports supervisors and managers with general fund financial information and completes projects assigned by the supervisor. It also reviews reports prepared by junior staff, assists with complex reporting issues, and contributes to process improvement and automation initiatives intended to improve operational efficiency, workflow management, and data quality.

Requirements

At least 2–3 years of professional experience in finance.
Highly organized, detail-oriented, and self-motivated.
Proven ability to solve problems and recommend solutions.
Strong aptitude for accuracy and attention to detail.
Ability to monitor and complete a variety of projects simultaneously.
Strong verbal and written communication skills.
Strong interpersonal skills.
Willingness and ability to work in a client-driven, deadline-oriented environment.

Nice To Haves

Experience in fund accounting, accounting, transfer agency, audit, or custody is preferred.

Responsibilities

Prepare client reporting and review reports prepared by junior staff.
Work with the Client Reporting supervisor to prepare procedures manuals.
Maintain working familiarity with applicable BBH policies and client requirements, and stay aware of reporting changes affecting funds.
Communicate with the Client Reporting Supervisor about timetables and workflow, and share relevant matters with other BBH department members as appropriate.
Assist reporting specialists with complex issues and inquiries.
Promptly escalate sensitive or risk issues to management.
Ensure daily deliverables are completed accurately and on time.
Ensure client procedures are in place and updated in a timely manner.
Ensure controls are in place and followed to prevent unnecessary risk to clients or the firm.
Leverage knowledge of BBH products and services.
Assist with coordinating new-business and product implementations and conversions.
Support junior staff members’ work regarding internal policies, procedures, and systems as required.
Perform special projects as directed by the Client Reporting Supervisor.
Support and contribute to process improvement and automation initiatives aimed at enhancing operational efficiency, workflow management, and data quality.