Client Service Representative, Alternatives

Brown Brothers Harriman (BBH)

Country: United States of America

Location: Boston

Time Type: Full time

Posted On: January 22, 2025

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 Representative within our Alternatives group! Working under direct supervision, the Client Service Rep, Alts (CSR) is an entry level position responsible for servicing and maintaining oversight of their assigned client relationships. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships. The CSR will assist more senior team members with oversight of operational production, client accounts, client conversions, reporting and analyses to ensure high client satisfaction.

Key Responsibilities:

  • Work effectively with to support client requests, deliverables and issue resolution
  • Effectively monitor and respond to client inquiries
  • Assist in activities that support the measurement of Client Service Standards across the various products BBH provides to our clients
  • Provide filtering and escalation for client requests
  • Utilize relevant internal technology solutions to effectively manage and escalate client inquiries
  • Provide a timely response and solution to internal inquiries, escalating to Sr. Client Service Rep. as necessary
  • Develop an in-depth working knowledge in one of the core functions of service delivery – i.e. fund accounting or custody. Relevant knowledge of the core functions includes:

* Fund accounting:

  • Knowledge of and practical experience with general ledger systems
  • including partnership accounting
  • Knowledge of alternative funds (e.g. real estate, private equity, debt
  • funds) structures
  • Knowledge is required of consolidations, group structures and
  • consolidation systems
  • Relevant IFRS and local GAAP knowledge
  • Experienced in preparation of consolidated IFRS financial statements
  • Knowledge of alternative fund specific investor reporting standards
  • (e.g. INREV, ILPA)

* Custody:

  • Knowledge of relevant regulatory framework under which depositary /custody duties are performed – i.e. local regulations and AIFMd
  • Knowledge of asset supervision requirements, for both assets held in custody and assets held away, and the application to investment types held by alternative funds
  • Knowledge of the broader depositary requirements for alternative funds (e.g. oversight duties)
  • Develop knowledge of the alternatives industry initiatives and regulatory environment

Education, Experience & Qualifications:

  • BA or Equivalent
  • Strong written, verbal and presentation skills
  • Aptitude for numbers, accuracy and organization
  • Ability to work accurately and quickly under pressure
  • Creative problem-solving skills including the ability to identify, recommend and implement solutions
  • Ability to learn and adapt to new technologies and systems
  • Language skills commensurate with office location and client relationships supported
  • Ability to work in a collaborative environment that requires collaboration with multiple teams

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 , , 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.