Senior Client Service Representative_Custody Service Team

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.

Job Summary – Client Service Department (Custody Service Team)

We are seeking a highly skilled Senior Client Service Specialist to join our Client Service Team(Custody Service Team).

This position is dedicated to delivering exceptional client experiences through proactive relationship management and acting as the primary escalation point for complex issues.

You will work independently to resolve critical client inquiries, lead cross-client projects, and support strategic business initiatives, ensuring that client needs remain at the center of everything we do.

Primary Functions

• Handle day-to-day client inquiries related to securities and cash settlements, as well as market practices in investment markets
• Coordinate with internal and external stakeholders to ensure timely settlement of asset conversions
• Prepare and deliver daily and monthly transaction reports to clients
• Participate in service review meetings with trust bank clients and asset managers
• Enhance and streamline workflows to improve operational efficiency

Client Service

• Serve as the point person for key client contacts, taking ownership of client inquiries, requests and escalated issues
• Work effectively with internal teams to prioritize client requests, deliverables and issue resolution
• Oversee activities of assigned client relationships and accounts to ensure consistently positive client experience
• Utilize relevant internal technology solutions to effectively manage client inquiries and deliver client servicing outcomes
• Identify and address ways to improve productivity and efficiency
• Introduce and familiarize clients with new technology, automation tools and products
• Coordinate and actively participate in client meetings, taking ownership of outcomes
• Participate in intra/inter-departmental projects and initiatives

Risk Management and Control

• Ensure adherence to all established procedures, controls, and best practices
• Oversee the day-to-day activities of the team to ensure inquiries and deliverables are handled timely and accurately
• Ensure all client documentation is updated and archived
• Provide oversight of all BBH products, services, and key deliverables for assigned clients relationships

Qualifications:

Education/Experience:

• BA/BS degree
• 3 to 5 years of financial industry experience (client servicing focused environment is preferred)
• Experience with trade/cash settlement area is a plus

Skills:

• Native-level Japanese and Business-level English proficiency
• Collaborative team player with a client-centric mindset and ability to manage high-pressure situations
• Ability to multitask, prioritize assignments and work quickly and accurately
• Ability to build and maintain internal and external client relationships
• Project management skills are a plus

We value diverse experiences. 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.

About BBH:

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 innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.