Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service and partnership approach to client management. They are seeking a Client Service Representative to service institutional relationships, ensuring exceptional client service and supporting various business initiatives.

Responsibilities

• Work independently to respond to all client inquiries on a daily basis
• Maintain relationship objectives, developing a proactive relationship and service plan to ensure an exceptional value-added service to clients
• Maintain a strong knowledge of BBH departments, systems and services across all products and businesses
• Introduce and familiarize clients with new technology, automation tools and BBH Worldview systems
• Participate in the coordination of new business and product implementations, conversations and special projects as required
• Understand the way in which BBH and our clients operate to be able to suggest and implement changes
• Maintain a strong knowledge of industry initiatives to help anticipate future client requests
• Identify ways to improve productivity and efficiency within the team
• Adhere to and assist in implementing all risk policies and procedures
• Monitor receipt of all client documentation
• Represent the department in cross office meetings
• Communicate deliverables and action items from these meetings to the Client Service Manager and Team Leaders/Supervisors

Skills

• Bachelor's degree in finance, accounting, or similar field
• Basic understanding of global custody and/or the financial services industry
• Client facing skills
• Excellent written and verbal communication skills both in English and Spanish is required
• Excellent problem-solving skills
• Team Player
• Basic understanding of Equity, Fixed Income, Mutual funds, and Alternatives funds is a plus but not required

Benefits

• Annual target bonus
• Discretionary bonuses
• Profit-sharing
• Long-term savings
• Healthcare
• Income protection
• Professional development opportunities
• Time off

Company Overview

Company H1B Sponsorship