Senior Client Service Representative

Brown Brothers Harriman•Boston, MA

1d•$55,000 - $70,000

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. As a Senior Client Service Representative, you will be responsible for servicing and maintaining oversight of assigned client relationships by understanding your clients and their needs. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships. You will focus on deepening your relationships with client contacts as well as internal teams. A Senior Client Service Representative will collaborate with team members and managers to discuss client trends, provide insights, offer automated solutions and assist in onboarding clients, conversions, reporting and analyses to ensure high client satisfaction. Youm will also be responsible of training and onboarding new hires. A senior client service rep will be the SME on certain subject matter expertise and will be the point of contact and knowledge sharing with the new hires.

Requirements

BA or Equivalent
Up to 2 years of experience in a related role and/or financial services industry
Service orientation and ability to prioritize quickly to resolve client needs
Ability to prioritize assignments and work quickly and accurately in a deadline driven environment
Ability to communicate effectively with both verbal and written skills
Ability to learn and adapt to new technologies and systems
Strong analytical and problem-solving skills
Language skills commensurate with office location and client relationships supported
Comprehensive working knowledge of Microsoft Office Products

Responsibilities

Client Service Review and pro-actively respond to client inquires on a daily basis and keep client up to date on status.
Provide filtering and escalation for client inquiries
Research, identify and escalate internal issues that may impact client servicing
Work effectively with internal departments or third party providers to prioritize client requests, deliverables and issue resolution
Analyze inquiry trends and determine if training is required to help either reduce or automate.
Meet with your client contacts regularly to review pending items, and participate in client meetings/visits as requested
Execute reviews of internal reporting for assigned client relationships and escalate issues which may impact client servicing to the Client Service Supervisor
Prepare agendas, minutes and coordination of client meetings, and review with your manager.
Meet with your manager and peers regularly to share insights and communicate to senior management when necessary.
Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary.
Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries
Introduce and familiarize clients with new technology, automation tools and products
Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention.
Train new hires on relevant internal tools, technology, and Client Service Tasks
Develop relationship with day to day client contacts
Collaborate with internal teams to share insights and improve the client experience.
Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activities
Understand your clients organizational chart to ensure you contact appropriate members to review items.
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.

Benefits

BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing.
BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.

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