Sr. Client Service Representative Job Boston area,Massachusetts USA,Customer Service/HelpDesk

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 Sr. Client Service Representative serves as a primary contact for clients and internal operational teams. S/He provides timely and accurate resolution of internal and client inquiries to ensure exceptional levels of client service are met. The individual focuses on the Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships. The Sr. Client Service Representative operates under less direction than the Client Service Representative and supports the guidance and training of newly hired, less experienced staff.

Key Responsibilities

1. Client Service Proactively respond to client inquiries on a daily basis Provide filtering and escalation for client inquiries Participate in scheduled client meetings as requested Assist in activities that support the measurement of Client Service Standards across the various products BBH provides to our clients. Work effectively with internal departments or third-party providers to prioritize client requests, deliverables and issue resolution Execute reviews of internal reporting for assigned client relationships and elevate issues which may impact client servicing to the Client Service Supervisor Participate in team-based project work and audits

2. Technology Management Utilize relevant internal technology solutions to effectively manage client inquiries Introduce and familiarize clients with new technology, automation tools and products

3. Risk and Control Where required, monitor receipt of all client documentation (tax, Accounting Elections, KYC, account information, authorized signers, etc.) and analyze exposure of missing documentation to BBH/client.

Knowledge, Skills & Experience

BS/BA degree preferably in a business, finance, or accounting related concentration and/or equivalent work experience
2 to 3 years of Industry experience
Ability to communicate effectively both verbally and in writing
Ability to effectively prioritize and resolve client needs
Ability to learn and utilize new technologies to research, analyze, and resolve client needs
Ability to work quickly and accurately in a deadline-oriented environment
Ability to build and maintain internal and external client relationships
In-depth knowledge and understanding of various securities options, accounting standards and ongoing regulatory changes required
Strong ability to apply analytical skills to data, workflows, numeric information and problem solving
Other requirements (licenses, certifications, specialized training, physical or mental abilities required)
Comprehensive working knowledge of Microsoft Office products

Salary Range $55,000 - $70,000 Base Salary + Annual Target 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.

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