As a Transfer Agency Shareholder Services Representative Senior, you will be responsible for the processing of all internal and external enquires and other related tasks for the funds for which BBH acts as Registrar.
Specifics responsibilities include : assist the Manager / Team Leader / Supervisor with the review and authorization of processing as directed, be the key contact for client, investor or interdepartmental queries arising.
If you are looking to push your career to the next level, take the next step by submitting your resume.
Key Responsibilities : 1. Process Enquiries :
1. Process Enquiries :
Process and validate all inquiries within agreed internal and external Service Level Agreement’s
Ensure all inquiries are logged into the query management database, follow up inquiries that remain unresolved outside of agreed Service Level Agreement’s and review with the Supervisor or Manager any issues requiring escalation
Assist the Manager / Team Leader / Supervisor in overseeing the day-to-day activities of the department
Validate and approve related tasks including but not restricted to client reporting
Effectively handle special processing situations including exceptions that require strong oversight
Actively participate and work with the Client Service Managers and Production Support in the launch of any incremental business
Ensure the preparation of any mailings required for internal or external vendors
Ensure terms of Funds prospectus are being adhered to at all times
Keep Errors and Omissions at a strict minimum at all times and ensure deadlines are met
Ensure that policies and procedures are adhered to on a daily basis and have this proofed and suggest changes or amendments procedures and service standards, as identified
2. Client Service
Complete month end reporting internally and externally
Remain knowledgeable of changing industry initiatives (attend to presentations, work sessions & personal effort) and educate clients continually through presentations
Establish solid contacts with all areas and all levels at clients’ organizations as well as inter departmental
1. Education level and / or experience
BA / MS degree and / or equivalent work experience
Minimum of 2-3 years of Transfer Agency experience
Prior experience working in a client servicing focused work environment
2. Knowledge and skills
Attention to detail and proven ability to handle complexity
Ability to multitask and to manage competing priorities given broad portfolio of clients
Ability to work effectively under pressure and demonstrate initiative
Proven ability to communicate effectively both verbally and in writing
Proven ability to adapt to change and problem solving
Good knowledge of standard Office applications (Word, Excel and PowerPoint)
Knowledge or prior experience of payments systems and reconciliations systems and or Multifonds is an advantage
A second language is a plus, preferred is German and / or French
Ability to work overtime as necessary
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.