Senior Client Reporting Specialist

Brown Brothers Harriman & Co•Jersey City, NJ

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 as assigned. It also reviews work prepared by junior staff, supports client reporting procedures and controls, assists with complex issues, and contributes to implementations and process-improvement initiatives. The position operates in a client-driven, deadline-oriented environment.

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 multiple 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.

Responsibilities

Prepare client reporting and review reports prepared by junior staff.
Work with the Client Reporting Supervisor on preparing procedures manuals.
Develop and maintain working familiarity with applicable BBH policies and client requirements.
Maintain awareness of reporting changes affecting funds.
Communicate timetables, workflow, and relevant matters to the Client Reporting Supervisor and other department members as appropriate.
Assist reporting specialists with complex issues and inquiries.
Escalate sensitive or risk-related issues to management promptly.
Ensure daily deliverables are completed accurately and on time.
Ensure procedures are in place for all clients and updated promptly.
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 on 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 to enhance operational efficiency, workflow management, and data quality.