Brown Brothers Harriman & Co.
Client Service - ETF Custody Team Lead
Brown Brothers Harriman & Co., Boston, Massachusetts, us, 02298
Client Service - ETF Custody Team Lead page is loaded## Client Service - ETF Custody Team Leadlocations:
Bostontime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
68055At 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.The **Client Service Team Lead - ETF** directs client servicing team resources to achieve overall client satisfaction and serves as a point of escalation for complex issues.
The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships.
S/he will manage day to day activities for assigned client relationships and perform oversight of product offerings to support high client satisfaction. S/he will normally be responsible for managing Client Service Representatives and Senior Client Service Representatives.**Key Responsibilities:**Client Service* Field and respond to client inquiries and escalated issues and serve as the point person for senior level client contacts* Coordinate and participate in client meetings and deliverables* Serve as a key point of contact for external clients with regard to daily servicing inquiries* Identify ways to improve productivity and efficiency to enhance client experience* Oversee activities of assigned client relationships and accounts to ensure client satisfaction is achieved* Work closely with internal Teams to ensure timely resolution of client inquiries and improvement of services levelsStrategy* Participate in intra/inter-departmental projects and initiatives* Recognize opportunities to achieve greater internal operational effectiveness* Assist in the coordination of new business, product implementations and conversions* Oversee daily ETF operational workflows to facilitate ETF client reportingLeadership and People Management* Participate in the interview and selection process for job applicants, and assist new staff members in learning job specific tasks* Conduct annual performance appraisals and provide regular feedback based on development plans for direct reports* Develop key internal relationships to proactively aid in the resolution of client issuesTechnology/ Products* In-depth knowledge of ETFs strongly preferred* Provide insight for potential workflow and application enhancements* Remain knowledgeable of changing industry initiatives and the regulatory environment* Exhibit a sound understanding of BBH products and services* Provide training to direct reports for the skills necessary to perform relevant job functions* Provide clients with support and insight on new technology, automation tools and products that are made available by BBH* Utilize relevant internal technology solutions to effectively manage client inquiries and support client servicing deliverablesRisk & Control* Provide oversight of all BBH products, services, and key deliverables for assigned clients relationships* Provide oversight and coordinate execution of periodic fund events, conversions or account launches with the appropriate internal departments* Ensure adherence to all established procedures, controls, and best practices* Maintain oversight of internal exception reporting and escalate issues that may impact client servicingEducation, Skill and Knowledge* BA/BS degree (business/finance/accounting concentration is preferred), or equivalent work experience* Minimum of 3 to 5 years of financial services experience* Experience in fund accounting, custody, and ETF* Prior experience working in a client servicing focused work environment* Ability to prioritize and quickly resolve client needs* Ability to multitask, prioritize assignments and work quickly and accurately in a deadline-oriented environment* Ability to communicate effectively with both verbal and written skills* Technical proficiency in internal and/or web-based systems a plus* Strong analytical ability* Ability to work in a collaborative environment that requires collaboration with multiple teams* In-depth knowledge and understanding of various securities options, accounting standards and ongoing regulatory changes* Knowledge of corporate actions, equity, fixed income, derivative investments, and emerging markets* Comprehensive working knowledge of Microsoft Office ProductsWhat 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 , , approach to
or how we support you to .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.Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. BBH works with leading asset managers, financial institutions, private businesses and #J-18808-Ljbffr
Bostontime type:
Full timeposted on:
Posted Yesterdayjob requisition id:
68055At 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.The **Client Service Team Lead - ETF** directs client servicing team resources to achieve overall client satisfaction and serves as a point of escalation for complex issues.
The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships.
S/he will manage day to day activities for assigned client relationships and perform oversight of product offerings to support high client satisfaction. S/he will normally be responsible for managing Client Service Representatives and Senior Client Service Representatives.**Key Responsibilities:**Client Service* Field and respond to client inquiries and escalated issues and serve as the point person for senior level client contacts* Coordinate and participate in client meetings and deliverables* Serve as a key point of contact for external clients with regard to daily servicing inquiries* Identify ways to improve productivity and efficiency to enhance client experience* Oversee activities of assigned client relationships and accounts to ensure client satisfaction is achieved* Work closely with internal Teams to ensure timely resolution of client inquiries and improvement of services levelsStrategy* Participate in intra/inter-departmental projects and initiatives* Recognize opportunities to achieve greater internal operational effectiveness* Assist in the coordination of new business, product implementations and conversions* Oversee daily ETF operational workflows to facilitate ETF client reportingLeadership and People Management* Participate in the interview and selection process for job applicants, and assist new staff members in learning job specific tasks* Conduct annual performance appraisals and provide regular feedback based on development plans for direct reports* Develop key internal relationships to proactively aid in the resolution of client issuesTechnology/ Products* In-depth knowledge of ETFs strongly preferred* Provide insight for potential workflow and application enhancements* Remain knowledgeable of changing industry initiatives and the regulatory environment* Exhibit a sound understanding of BBH products and services* Provide training to direct reports for the skills necessary to perform relevant job functions* Provide clients with support and insight on new technology, automation tools and products that are made available by BBH* Utilize relevant internal technology solutions to effectively manage client inquiries and support client servicing deliverablesRisk & Control* Provide oversight of all BBH products, services, and key deliverables for assigned clients relationships* Provide oversight and coordinate execution of periodic fund events, conversions or account launches with the appropriate internal departments* Ensure adherence to all established procedures, controls, and best practices* Maintain oversight of internal exception reporting and escalate issues that may impact client servicingEducation, Skill and Knowledge* BA/BS degree (business/finance/accounting concentration is preferred), or equivalent work experience* Minimum of 3 to 5 years of financial services experience* Experience in fund accounting, custody, and ETF* Prior experience working in a client servicing focused work environment* Ability to prioritize and quickly resolve client needs* Ability to multitask, prioritize assignments and work quickly and accurately in a deadline-oriented environment* Ability to communicate effectively with both verbal and written skills* Technical proficiency in internal and/or web-based systems a plus* Strong analytical ability* Ability to work in a collaborative environment that requires collaboration with multiple teams* In-depth knowledge and understanding of various securities options, accounting standards and ongoing regulatory changes* Knowledge of corporate actions, equity, fixed income, derivative investments, and emerging markets* Comprehensive working knowledge of Microsoft Office ProductsWhat 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 , , approach to
or how we support you to .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.Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. BBH works with leading asset managers, financial institutions, private businesses and #J-18808-Ljbffr