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 BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!
Join us as a Transfer Agency Shareholder Service Senior Representative:
Brown Brothers Harriman is currently recruiting Transfer Agency Shareholder Service Senior Representative to join our Transfer Agency team. In this role you will be responsible for the processing of all internal and external enquirers and other related tasks for the funds for which BBH acts as Registrar. Specifics responsibilities include assisting the Manager, Team Leader and/or Supervisor with the review and authorization of processing as directed, be the key contact for client, investor or inter-departmental queries arising.
Some of your key responsibilities include:
Process and validate all inquiries within agreed internal and external Service Level Agreement’s.
Ensure all inquiries are logged into the query management database, follow up inquiries that remain unresolved outside of agreed Service Level Agreement’s and review with the Supervisor or Manager any issues requiring escalation.
Validate and approve related tasks including but not restricted to client reporting.
Effectively handle special processing situations including exceptions that require strong oversight.
Actively participate and work with the Client Service Managers and Production Support in the launch of any incremental business.
Ensure the preparation of any mailings required for internal or external vendors.
Ensure terms of Funds prospectus are being always adhered to.
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.
Complete month end reporting internally and externally.
Remain knowledgeable of changing industry initiatives (attend to presentations, work sessions & personal effort) and educate clients continually through presentations.
Establish solid contacts with all areas and all levels at clients’ organizations as well as inter departmental.
What we offer:
2 additional days added to your holiday calendar for Culture Celebration and Community Service.
Private medical care for you and your family.
Life Insurance.
Hybrid Working Opportunities.
Professional trainings and qualification support.
Thrive Wellbeing Program.
Online benefit platform.
Qualifications:
Bachelors degree and/or equivalent work experience.
Minimum of 1-3 years of Transfer Agency, Fund Accounting, or other fund industry experience is a plus.
Prior experience working in a client servicing focused work environment.
Attention to detail and proven ability to handle complexity.
Ability to multitask and to manage competing priorities given broad portfolio of clients.
Ability to work effectively under pressure and demonstrate initiative.
Proven ability to communicate effectively in English both verbally and in writing.
Proven ability to adapt to change and problem solving.
Good knowledge of standard Office applications (Word, Excel and PowerPoint).
Knowledge or prior experience of payments systems and reconciliations systems and or Multifonds is an advantage.
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.