Brown Brothers Harriman→
Client Service Representative - LATAM at Brown… · Jersey…
Entry LevelOn-siteFull-timeJersey City$50k–$60k/yr
Skills
global custodyfinancial services industryfixed incomemutual fundsalternatives fundsspanish
Job Description
Summary: Brown Brothers Harriman is a premier global financial services firm known for its partnership approach to client management. The Client Service Representative will work independently within the LATAM Client Service Team to ensure exceptional client service and support institutional clients under the direction of the Client Service Supervisor.
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
Required Qualifications:
- 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
- Basic understanding of Equity, Fixed Income, Mutual funds, and Alternatives funds is a plus but not required
- Team Player
Required Skills: Global custody, Financial services industry, Fixed Income, Mutual funds, Alternatives funds, Spanish
Benefits: Annual target bonus, BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing., Benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, Our programs support your overall well-being.
Benefits
Annual target bonus
BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing.
Benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off
Our programs support your overall well-being.