Senior Client Service Representative in Alternatives Custody Team

specialist (Mid / Regular), senior specialist (Senior)

Responsibilities

• Independently resolve and oversee the Client’s inquiries related to cash management
• Advise Clients in cash transfers, providing balances, SSIs, SWIFT copies on Clients requests and in line with procedures
• Act as the primary point of contact for Clients, Account Managers, Client Service Managers, CSG via email and phone for any cash management inquiries and proactively manage the resolution process with frequent updates and satisfaction measures
• Proper identification of potential problems with payment settlement and escalations
• Act as the role model and trainer for less experienced Team members
• Review and discuss issues requiring escalation to Supervisor/TL

Our Requirements

• Academic degree, preferably in finance or economy related field
• At least 2-3 years professional experience finance or similar field, where required knowledge and skills could have been acquired
• Knowledge about Alternative Funds, accounts set up, cash processing, account maintenance systems
• Highly organized, detail oriented and proactive in role
• Strong relationship management skills
• Strong analytical skills, logical thinking
• Proven ability to problem solving and recommending solutions
• Capable of monitoring and completing a variety of assignments with proper priority
• Willingness and ability to work in a client-driven, deadline-oriented environment
• Strong verbal and written communication skills
• Comprehensive knowledge of Excel

What We Offer

• To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance
• Private medical care
• Life Insurance
• Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues
• Professional trainings and qualification support
• Social, sport and integration events
• Onboarding Program for new hires

Join Us as a Senior Client Service Representative in the Alternatives Custody Team

• We are experiencing growth in the Alternative Investments business as the industry is also seeing growth in this segment. The Alternatives Custody Hub is responsible for completing the operational tasks relating to Account Maintenance and Cash related inquiries. The team is focused mainly on Account Maintenance and Cash servicing. We are looking for someone who is driven to get things done and views obstacles as an exciting challenge that demands an innovative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in by providing trusted value.
• Brown Brothers Harriman (BBH) is a premier global financial firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.
• We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
• We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long‑term interests of our clients and our people. Our long‑tenured leaders are experts in their areas and are actively involved in the day‑to‑day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.