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Client Service Team Leader, Infomediary Support

Client Service Team Leader, Infomediary Support

Brown Brothers Harriman & Co.Boston, MA, US
30+ days ago
Job type
  • Full-time
Job description

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.

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.

Join us as a Client Service Team Leader! The Client Service Team Leader within our Infomediary Data Solutions group works as part of a global team providing day to-day client service support to the Infomediary Data Solutions global client base. The successful candidate will be a self-starter who demonstrates a combination of excellent problem solving and client servicing skills. The ideal candidate will have good technical skills, have some project management experience, and be able to handle multiple tasks at once. He / she will anticipate and responds to client issues, questions, requests, and work to create operational efficiencies.

The role will require the candidate to perform business analysis, research and, at times, testing to support key business initiatives and solutions and to ensure the correct business functionality, requirements, and industry standards are addressed within the envisioned solution. Coordination and collaboration with team members in Europe & Asia required. The Client Service Team Leader acts under general supervision reporting to the US Infomediary Client Service Manager.

  • Required hours for this role are 12pm to 8 : 00pm ET

Responsibilities Include :

Client Service

  • Demonstrate superior client service and relationship management skills; Escalate issues as appropriate; Support and respond to client inquiries / problems.
  • Support and train clients on multiple products & procedures; maintain up-to-date training presentations and ensure clients are notified of changes, new functionality, updates, etc.
  • Manage day to day inquires and issues for the global client base including but not limited to new user requests, system failures, market practice inquires and product issues.
  • Will have frequent interaction with members of other user groups within the Infomediary Data Solutions Business Unit, Investor Services and Systems.
  • Will have extensive, direct contact with clients.

    • Problem Solving

  • Demonstrate solid problem-solving skills, devise creative solutions when confronted with new and unique issues and client service challenges.
  • Adjust quickly to changes in market practice, client needs, and / or organizational structures. Stay focused amidst ambiguity or reprioritizations. Handle challenging clients and requests. Make suggestions to improve client service.

    • Business Analysis

  • Conduct preliminary, high level business analysis efforts for client technology initiatives.
  • Perform testing of systems changes and clients' changes in scope; Assist in client and internal user knowledge transfer.

    • AML Compliance

  • Managing sensitive client information resulting from AML and OFAC message scanning.
  • Preliminary understanding of firm's KYC procedures and documentation requirements.

    • Product Advocacy

  • Actively engage in the product development and release process. Help to shape product design by representing the end user and support strategy as an ICS product advocate.

    • Experience, Qualifications & Education :

  • Bachelor's degree with experience directly related to the duties and responsibilities specified and / or related business or technology experience.
  • Prior work experience in Financial Services and a basic knowledge of global asset management middle and back-office operations is preferred.
  • High level of customer service and support including exceeding the expectations of both internal and external clients.
  • Strong communication skills, both oral and written. Communicate concisely and with clarity, regardless of form. Strong listening, analytical, and negotiation skills, with close attention to detail.
  • Strong problem-solving and analytical skills. Solves difficult problems with effective solutions. Asks good questions and looks beyond the obvious.
  • Demonstrated teamwork. Creates strong morale and spirit in his / her team and across divisions. Shares wins and losses and celebrates team achievements.
  • Understanding of project management principles, practices, techniques, and tools.
  • High level of computer literacy and understanding of SWIFT messaging, file transfer, and Internet technologies preferred.
  • Understanding and appreciation of business concepts and requirements as applicable to a multi-faceted financial services organization. Ability to grasp and master new skills quickly.

    • What We Offer :

  • A collaborative environment that enables you to step outside your role to add value wherever you can
  • Direct access to clients, information and experts across all business areas around the world
  • Opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm
  • A culture of inclusion that values each employee's unique perspective
  • 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

    • We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply.

    About BBH :

    Brown Brothers Harriman (BBH) is a premier global financial services 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.

    Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

    We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

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