Lead Client Service Rep

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!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

This job is a senior position and technical resource within the Client Service Team that works independently to service relationships to ensure an exceptional level of client service is met. This role supports clients under less direction from the Client Service Team Leader, works on cross client projects and other business initiatives while acting as an escalation point for resolution of issues by other team members.

RESPONSIBILITIES:

Client Servicing and Inquiry Response

• Work independently to respond to all client inquiries on a daily basis including the most complex and escalated issues and own resolution

• 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 to new technology, automation tools and BBH Worldview systems

• Participate in the coordination of new business and product implementations, conversations and special projects as required

Service Improvement

• 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

Risk Management and Control

• 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

REQUIREMENTS:

• Bachelor’s Degree

• Minimum of 6+ years of global custody and/or financial services industry experience

• Project management skills and experience

• Excellent written and verbal communication skills both in English and Japanese

• Excellent problem-solving skills

• Knowledge of domiciled funds is a plus

• Team Player