Lead Client Service Representative

Responsibilities include:

• Deliver exceptional client service, serving as a primary point of contact for clients across multiple Infomediary products and solutions.
• Provide functional and technical support to clients, diagnosing issues, identifying root causes, coordinating resolutions, and ensuring timely follow-up.
• Manage daily inquiries from a global client base, including user administration requests, system incidents, market practice questions, data inquiries, and product-related issues.
• Build strong partnerships with clients by understanding their business objectives and proactively recommending solutions that improve their experience and operational efficiency.
• Collaborate closely with Product, Technology, Operations, Investor Services, and other internal teams to advocate for client needs and drive successful outcomes.
• Maintain extensive direct interaction with clients, demonstrating professionalism, responsiveness, and a consultative approach to problem resolution.

• Demonstrated success in a client-facing support, relationship management, or service delivery role within financial services or a technology-enabled environment.
• Ability to translate complex technical concepts and product functionality into clear, client-friendly communications.
• Strong technical aptitude, including experience supporting data platforms, file transmission technologies, SWIFT messaging, web-based applications, and related client solutions.
• Proven ability to manage client issues from initial inquiry through resolution while maintaining a high level of client satisfaction.
• Exceptional communication, presentation, and training skills, with the ability to engage effectively with both technical and non-technical stakeholders.
• Experience supporting multiple products or platforms and balancing a diverse portfolio of client needs in a fast-paced environment.

$65,000 - $90,000 + 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.

_ _

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.

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…