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.
The Senior Documentation and Registration Specialist is a member of the CAP Registration team in Service Delivery. Department which is responsible for managing the market investment approval and account opening processes for markets that require foreign investor registration and/or documentation requirements to open cash and securities accounts.
The Senior Documentation and Registration Specialist will liaise with BBH client servicing groups and sub-custodian providers to process registration requests. The Senior Document and Registration Specialist will complete registration database updates and maintenance and updates to registration kits for assigned markets. The position requires an individual with great attention to detail, organization, accuracy, and client service skills.
Responsibilities
Foreign Investor Registration Processing
Review and submit registration documents to sub-custodians and local markets for approval
Develop expertise in assigned client structures and provide guidance on market entry and documentation requirements.
Ensure registration events are processed in timely manner and status updates are maintained in MyReg system.
Escalate issues to manager which could result in delays in registration or impact client satisfaction with service.
Product support and market expertise
Research changes to registration requirements in assigned markets and ensure Registration Kits and materials are accurate on Worldview
Attain expertise on registration matters in assigned markets and be a resource for team members on registration matters in these markets.
Compile scorecards relating to sub-custodian performance in assigned markets
RegDeluxe client support
Complete registration documents on behalf of assigned RegDeluxe clients based on foundation documents provided
Initiate events in MyReg for RegDeluxe activity
Liaise directly with external clients to guide them through registration process and provide status updates on events.
Special projects
Support special projects on team as required such as sub-custodian conversions, MyReg systems testing
Liaise with BBH client servicing groups, sub-custodian providers and external clients as appropriate to ensure that all account opening / market entry requirements are completed in a timely and efficient manner.
Education and Qualifications
BA/BS degree
2 years custody experience
Ability to prioritize heavy workload, work under pressure and consistently meet deadlines.
Ability to work quickly and accurately under pressure.
Strong attention to detail.
Strong written and oral communication skills and ability to work directly with external clients on complex issues
Salary Range
Boston: $60,000 - $75,000 + annual performance bonus
BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with 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.
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.
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.