Alternative Transfer Agency Shareholder Services Supervisor
Brown Brothers Harriman
3d ago

Alternative Transfer Agency Shareholder Services Supervisor

The Alternative Transfer Agency Shareholder Services Supervisor will be responsible for day to day managing of key Transfer Agent client relationships and provide an escalation point for service issues, as well as producing various internal and client reports on an ongoing basis.

The incumbent will be evaluated on their ability to perform these functions in a controlled and efficient manner while maintaining high client satisfaction.

Achieving this will require leadership, initiative, creativity, strong communication skills, management skills including delegation and the ability to instill enthusiasm and commitment among team members.


  • Working closely with the TA SHS Team Leader and Investor Relationship Manager to establish and document service standards and procedures for TA clients.
  • Assisting with the creation, maintenance and publication TA Operational Guides for all clients
  • Developing expertise in changing industry initiatives (attend to presentations, work sessions & personal effort) and educate clients continually through presentations.
  • Establishing solid contacts with all areas and all levels at clients’ organizations as well as inter departmental.
  • Reviewing and discussing any client related issues requiring escalation with the Investor Relationship
  • Managers and TA Management
  • Proactively manage TA client relationships
  • Co-ordinating and ensuring timely, accurate and complete set-up of new funds and share classes
  • Co-ordinating activities across various locations for clients that operate under the Global TA Service Model
  • Qualifications

    In order to be successful in your application you will need to demonstrate a deep understanding of the Alternative financial services industry and knowledge of current industry initiatives.

    Ideally you will have 5+ years’ experience in transfer agency or the funds industry and supervisory experience. You will have the ability to foster strong team spirit, to develop and mentor and effectively manage available resources.

    What You Can Expect At BBH

    If you join BBH you will find 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.

    Full timeLuxembourg

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