Senior Client Service Representative

Brown Brothers Harriman & Co•Boston, MA

About The Position

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career. The Sr. Client Service Representative (Sr. CSR) serves as a primary contact for clients and internal operational teams. The Sr. CSR provides timely and accurate resolution of internal and client inquiries to ensure exceptional levels of client service are met. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships. The Sr. CSR operates under less direction than the Client Service Representative and supports the guidance and training of newly hired, less experienced staff.

Requirements

BS/BA degree preferably in a business, finance, or accounting related concentration and/or equivalent work experience
2 to 3 years of Industry experience
Ability to communicate effectively both verbally and in writing
Ability to effectively prioritize and resolve client needs
Ability to learn and utilize new technologies to research, analyze, and resolve client needs
Ability to work quickly and accurately in a deadline oriented environment
Ability to build and maintain internal and external client relationships
In-depth knowledge and understanding of various securities options, accounting standards and ongoing regulatory changes required
Strong ability to apply analytical skills to data, work flows, numeric information and problem solving
Comprehensive working knowledge of Microsoft Office products

Responsibilities

Proactively respond to client inquiries on a daily basis
Provide filtering and escalation for client inquiries
Participate in scheduled client meetings as requested
Assist in activities that support the measurement of Client Service Standards across the various products BBH provides to our clients.
Work effectively with internal departments or third party providers to prioritize client requests, deliverables and issue resolution
Execute reviews of internal reporting for assigned client relationships and escalate issues which may impact client servicing to the Client Service Supervisor
Participate in team based project work and audits
Utilize relevant internal technology solutions to effectively manage client inquiries
Introduce and familiarize clients with new technology, automation tools and products
Where required, monitor receipt of all client documentation (tax, Accounting Elections, KYC, account information, authorized signers, etc.) and analyze exposure of missing documentation to BBH/client.