Brown Brothers Harriman
Client Service - ETF Custody Team Lead
Brown Brothers Harriman, Boston, Massachusetts, us, 02298
Overview
Join to apply for the
Client Service - ETF Custody Team Lead
role at
Brown Brothers Harriman .
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.
Responsibilities
Direct client servicing team resources to achieve overall client satisfaction and serve as a point of escalation for complex issues. Focus on Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships.
Manage day‑to‑day activities for assigned client relationships and oversee product offerings to support high client satisfaction. Supervise Client Service Representatives and Senior Client Service Representatives.
Field and respond to client inquiries and escalated issues; act as the point person for senior level client contacts.
Coordinate and participate in client meetings and deliverables; serve as a key contact for external clients regarding daily servicing inquiries.
Identify opportunities to improve productivity and efficiency to enhance the client experience; oversee activities of assigned client relationships to ensure satisfaction.
Work with internal teams to ensure timely resolution of client inquiries and improve service levels; participate in intra/inter‑departmental projects and initiatives.
Assist in coordinating new business, product implementations and conversions; oversee daily ETF operational workflows to facilitate ETF client reporting.
Leadership and People Management
Participate in the interview and selection process for new hires; assist new staff 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 resolving client issues.
Technology/Products
In-depth knowledge of ETFs strongly preferred.
Provide insight for workflow and application enhancements; stay knowledgeable of changing industry initiatives and regulatory environment.
Demonstrate understanding of BBH products and services; provide training to direct reports for relevant job functions.
Provide clients with support and insight on new technology, automation tools and BBH products; use internal technology solutions to manage client inquiries and support servicing deliverables.
Risk & Control
Provide oversight of all BBH products, services, and key deliverables for assigned client relationships.
Coordinate execution of periodic fund events, conversions or account launches with appropriate internal departments; ensure adherence to procedures, controls, and best practices.
Maintain oversight of internal exception reporting and escalate issues that may impact client servicing.
Education, Skills and Knowledge
BA/BS degree (business/finance/accounting concentration preferred) or equivalent work experience.
Minimum 3 to 5 years of financial services experience; experience in fund accounting, custody, and ETF; prior client servicing experience.
Ability to prioritize, multitask, and work quickly and accurately in a deadline-oriented environment; strong verbal and written communication skills.
Technical proficiency in internal and/or web-based systems is a plus; strong analytical ability; collaborative mindset across teams.
Knowledge of securities options, accounting standards, regulatory changes; knowledge of corporate actions, equity, fixed income, derivatives and emerging markets; proficient in Microsoft Office.
What We Offer
A collaborative environment that enables you to add value beyond your role.
Direct access to clients, information and experts across all business areas worldwide.
Opportunities to grow expertise, take on new challenges, and reinvent yourself—without leaving the firm.
A culture of inclusion that values diverse perspectives.
High-quality benefits emphasizing health, financial security, and peace of mind.
Flexible, rewarding work with personal and family balance.
Volunteer opportunities to give back to the community.
We value diverse experiences.
We value diverse experiences and transferable skillsets. If your career hasn’t followed a traditional path or doesn’t meet every qualification, please apply.
About BBH
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and a partnership approach to client management. We believe that how we do our work is as important as what we do, and we are committed to creating an inclusive environment where every employee can contribute ideas and grow.
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, or any other protected status under federal, state or local law.
Job Details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Other
Industries: Banking, Financial Services, and Investment Management
Note: This description consolidates the essential responsibilities and qualifications for the role. If you’re interested, apply to be considered for the position.
#J-18808-Ljbffr
Client Service - ETF Custody Team Lead
role at
Brown Brothers Harriman .
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.
Responsibilities
Direct client servicing team resources to achieve overall client satisfaction and serve as a point of escalation for complex issues. Focus on Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships.
Manage day‑to‑day activities for assigned client relationships and oversee product offerings to support high client satisfaction. Supervise Client Service Representatives and Senior Client Service Representatives.
Field and respond to client inquiries and escalated issues; act as the point person for senior level client contacts.
Coordinate and participate in client meetings and deliverables; serve as a key contact for external clients regarding daily servicing inquiries.
Identify opportunities to improve productivity and efficiency to enhance the client experience; oversee activities of assigned client relationships to ensure satisfaction.
Work with internal teams to ensure timely resolution of client inquiries and improve service levels; participate in intra/inter‑departmental projects and initiatives.
Assist in coordinating new business, product implementations and conversions; oversee daily ETF operational workflows to facilitate ETF client reporting.
Leadership and People Management
Participate in the interview and selection process for new hires; assist new staff 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 resolving client issues.
Technology/Products
In-depth knowledge of ETFs strongly preferred.
Provide insight for workflow and application enhancements; stay knowledgeable of changing industry initiatives and regulatory environment.
Demonstrate understanding of BBH products and services; provide training to direct reports for relevant job functions.
Provide clients with support and insight on new technology, automation tools and BBH products; use internal technology solutions to manage client inquiries and support servicing deliverables.
Risk & Control
Provide oversight of all BBH products, services, and key deliverables for assigned client relationships.
Coordinate execution of periodic fund events, conversions or account launches with appropriate internal departments; ensure adherence to procedures, controls, and best practices.
Maintain oversight of internal exception reporting and escalate issues that may impact client servicing.
Education, Skills and Knowledge
BA/BS degree (business/finance/accounting concentration preferred) or equivalent work experience.
Minimum 3 to 5 years of financial services experience; experience in fund accounting, custody, and ETF; prior client servicing experience.
Ability to prioritize, multitask, and work quickly and accurately in a deadline-oriented environment; strong verbal and written communication skills.
Technical proficiency in internal and/or web-based systems is a plus; strong analytical ability; collaborative mindset across teams.
Knowledge of securities options, accounting standards, regulatory changes; knowledge of corporate actions, equity, fixed income, derivatives and emerging markets; proficient in Microsoft Office.
What We Offer
A collaborative environment that enables you to add value beyond your role.
Direct access to clients, information and experts across all business areas worldwide.
Opportunities to grow expertise, take on new challenges, and reinvent yourself—without leaving the firm.
A culture of inclusion that values diverse perspectives.
High-quality benefits emphasizing health, financial security, and peace of mind.
Flexible, rewarding work with personal and family balance.
Volunteer opportunities to give back to the community.
We value diverse experiences.
We value diverse experiences and transferable skillsets. If your career hasn’t followed a traditional path or doesn’t meet every qualification, please apply.
About BBH
Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and a partnership approach to client management. We believe that how we do our work is as important as what we do, and we are committed to creating an inclusive environment where every employee can contribute ideas and grow.
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, or any other protected status under federal, state or local law.
Job Details
Seniority level: Not Applicable
Employment type: Full-time
Job function: Other
Industries: Banking, Financial Services, and Investment Management
Note: This description consolidates the essential responsibilities and qualifications for the role. If you’re interested, apply to be considered for the position.
#J-18808-Ljbffr