Transfer Agency Investor Onboarding Supervisor
Brown Brothers Harriman
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As a Transfer Agency Investor Onboarding Supervisor, you will direct your resources to achieve overall client satisfaction and perform transfer agency functions in a controlled and efficient manner while maintaining high client satisfaction.

1. Product Development

  • Review and discuss with management any issues requiring escalation.
  • Provide guidelines to the policies and procedure to enhance effectiveness.
  • Actively monitor the KYC (know your client - anti money laundering prevention procedures at a shareholder level) requirements from clients to ensure full adherence to the established policies and procedures.
  • Liaise with internal and external auditors
  • 2. Client Relationship

  • Responsible for instituting and reporting on measures to determine the team's performance in meeting standards.
  • Remain knowledgeable of changing industry initiatives and educate clients continually through presentations.
  • Establish solid contacts with all areas and all levels at clients' organizations as well as internal departments.
  • Face clients and address specific demands
  • 3. Staff Supervision

  • Cross train employees on all aspects of IOB functions to develop breadth and depth of knowledge
  • Qualifications :

    1. Education level and / or experience

  • BA / BS in a business-related field, and / or equivalent work experience.
  • Minimum of five years of experience in AML / KYC fields.
  • Native English speaker
  • 2. Knowledge and skills

  • Strong aptitude for analysis, accuracy, organization
  • Ability to work quickly and accurately under pressure
  • Ability to communicate effectively with others
  • Ability to identify, recommend and implement solutions
  • Ability to take initiative
  • Well developed technology skills
  • 3. Other requirements

  • Knowledge or experience of Multifunds is an advantage
  • Second language essential, a third is desirable
  • 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, to take on new challenges, to maximize your potential 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, which emphasizes good health, financial security, and peace of mind.

    Ultimately, we want to provide you with a position which, at the same time, is both rewarding and allows for a balanced professional and personal experience at every stage of your career.

    We, here at BBH, focuses on more than just the financial and business thrive. Through our BBH Cares program we offer volunteering opportunities giving you the opportunity to give back to your community and to help transform the lives of others.

    Full timeLuxembourg

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