Senior Documentation and Registration Specialist

Brown Brothers Harriman & Co • Boston, MA

102d • Onsite

About The Position

The Senior Documentation and Registration Specialist is a member of the CAP Registration team in Service Delivery. Department which is responsible for managing the market investment approval and account opening processes for markets that require foreign investor registration and/or documentation requirements to open cash and securities accounts. The Senior Documentation and Registration Specialist will liaise with BBH client servicing groups and sub-custodian providers to process registration requests. The Senior Document and Registration Specialist will complete registration database updates and maintenance and updates to registration kits for assigned markets. The position requires an individual with great attention to detail, organization, accuracy, and client service skills.

Requirements

• BA/BS degree
• 2 years custody experience
• Ability to prioritize heavy workload, work under pressure and consistently meet deadlines.
• Ability to work quickly and accurately under pressure.
• Strong attention to detail.
• Strong written and oral communication skills and ability to work directly with external clients on complex issues

Responsibilities

• Review and submit registration documents to sub-custodians and local markets for approval
• Develop expertise in assigned client structures and provide guidance on market entry and documentation requirements.
• Ensure registration events are processed in timely manner and status updates are maintained in MyReg system.
• Escalate issues to manager which could result in delays in registration or impact client satisfaction with service.
• Research changes to registration requirements in assigned markets and ensure Registration Kits and materials are accurate on Worldview
• Attain expertise on registration matters in assigned markets and be a resource for team members on registration matters in these markets.
• Compile scorecards relating to sub-custodian performance in assigned markets
• Complete registration documents on behalf of assigned RegDeluxe clients based on foundation documents provided
• Initiate events in MyReg for RegDeluxe activity
• Liaise directly with external clients to guide them through registration process and provide status updates on events.
• Support special projects on team as required such as sub-custodian conversions, MyReg systems testing
• Liaise with BBH client servicing groups, sub-custodian providers and external clients as appropriate to ensure that all account opening / market entry requirements are completed in a timely and efficient manner.

Benefits

• long-term savings
• healthcare
• income protection
• professional development opportunities
• time off

What This Job Offers

• Job Type: Full-time
• Career Level: Senior