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.
Join us as a Transfer Agency Investor On Boarding Representative
As a Transfer Agency Investor on Boarding Representative, you’ll drive due diligence checks on all shareholder accounts within the department with the objective to achieve overall accuracy and high client satisfaction. To be successful, you’ll need to display a high degree of professionalism and integrity through your work. You will be responsible for the maintenance of accounts across the TA global registers and implement any changes including any systematic enhancements. The role will require a high level of accuracy and attention to detail.
If you are looking to push your career to the next level, introduce yourself by submitting your resume.
Some of your key responsibilities include:
Review various static data updates instructions including banking details, distribution list updates and perform updates on the investor accounts in the core systems
Establish solid contacts with all areas and all levels at clients’ organizations as well as inter departmental
Keep Errors and Omissions at a strict minimum at all times and ensure deadlines are met
Ensure that policies and procedures are adhered to on a daily basis and have this proofed and suggest changes or amendments procedures and service standards, as identified
Remain knowledgeable of changing industry initiatives (attend to presentations from Supervisor/Manager, work sessions & personal effort-training)
Desired Qualifications:
Strong aptitude for analysis, accuracy, organization
Ability to work quickly and accurately under pressure
Ability to communicate effectively with others
Ability to identify, recommend and implement solutions
Attention to detail and proven ability to handle complexity
Knowledge or experience of Multifunds or other fund management systems is an advantage
Knowledge of AML is an advantage
Practice knowledge of Microsoft Excel
Fluency in English is mandatory
Proven ability to adapt to change and problem solving
What we offer:
Hybrid model 3 days per week in the office /2 days for a parent of a child up to 4 years
To encourage cultural awareness and philanthropy, BBHers have
Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance
Private medical care
Life Insurance
Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.
Professional trainings and qualification support
Wellbeing Program
Online Social Fund benefit platform
Social, sport and integration events
Onboarding Program for new hires
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.