Transfer Agency Shareholder Service Representative

Brown Brothers Harriman • Boston, MA

1d • $55,000 - $70,000 • Hybrid

About The Position

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.
If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.
BBH is looking to bring on a Transfer Agency Shareholder Services Representative Senior. This individual will be responsible for the processing of all internal and external enquires and other related tasks for the funds for which BBH acts as Registrar. Specifics responsibilities include assisting the Manager, Team Leader and/or Supervisor with the review and authorization of processing as directed, be the key contact for client, investor or inter-departmental queries arising. This individual will cover the 12pm-8pm shift, and work from the office 3 days a week.

Requirements

• Bachelors degree and/or equivalent work experience.
• Minimum of 1-3 years of Transfer Agency, Fund Accounting, or other fund industry experience.
• Ability to work 12:00 PM – 8:00 PM Shift
• Prior experience working in a client servicing focused work environment.
• Attention to detail and proven ability to handle complexity.
• Ability to multitask and to manage competing priorities given broad portfolio of clients.
• Ability to work effectively under pressure and demonstrate initiative.
• Proven ability to communicate effectively both verbally and in writing.
• Proven ability to adapt to change and problem solving.
• Good knowledge of standard Office applications (Word, Excel and PowerPoint).
• Ability to work overtime as necessary.

Nice To Haves

• Knowledge or prior experience of payments systems and reconciliations systems and or Multi-funds is an advantage.

Responsibilities

• Process and validate all inquiries within agreed internal and external Service Level Agreement’s.
• Ensure all inquiries are logged into the query management database, follow up inquiries that remain unresolved outside of agreed Service Level Agreement’s and review with the Supervisor or Manager any issues requiring escalation.
• Assist in overseeing the day-to-day activities of the department.
• Validate and approve related tasks including but not restricted to client reporting.
• Effectively handle special processing situations including exceptions that require strong oversight.
• Actively participate and work with the Client Service Managers and Production Support in the launch of any incremental business.
• Ensure the preparation of any mailings required for internal or external vendors.
• Ensure terms of Funds prospectus are being always adhered to.
• Keep errors and omissions at a strict minimum at all times and ensure deadlines are met.
• Ensure that policies and procedures are adhered to on a daily basis and have this proofed and suggest changes or amendments procedures and service standards, as identified.
• Complete month end reporting internally and externally.
• Remain knowledgeable of changing industry initiatives (attend to presentations, work sessions & personal effort) and educate clients continually through presentations.
• Establish solid contacts with all areas and all levels at clients’ organizations as well as inter departmental.

Benefits

• High-quality benefits program emphasizing good health, financial security, and peace of mind
• Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
• Volunteer opportunities to give back to your community and help transform the lives of others

What This Job Offers

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