Client Service Team Leader

Job title: Client Service Team Leader

Company: Brown Brothers Harriman


Job description: 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.The Client Servicing Team Leader directs client servicing team resources to achieve overall client satisfaction and serves as a point of escalation for complex issues. This role focuses on serving Full Services clients (Custody, Fund Accounting, Fund Administration, Transfer Agency) that requires in-depth knowledge on fund operations, particularly on fund accounting. The individual manages day to day aspects of client relationships and performs core product functions as required to support high client satisfaction. S/he will be responsible for managing client service supervisors.RESPONSIBILITIES:Client Servicing and Inquiry Response:

• Establish service standards for assigned client groups ensuring standards are shared with and understood by team members and all internal support groups
• Provide filtering and escalation for client requests; serve as an escalation point for client service issues and deliverables.
• Establish appropriate contacts within client organizations and internal departments.
• Work closely with Relationship Managers to stay abreast of client goals and identify opportunities to expand client relationships.
• Anticipate and identify clients’ needs in order to match BBH products and services to those needs.
• Build overall credibility and foster trust with clients.

Risk and Control:

• Act as the primary point of escalation for Systems, Operations, and Risk/Control for any client related issues and proactively manage the resolution process with frequent updates and satisfaction measures.

Technology and Innovation:

• Review and streamline functional tasks for maximum efficiency.
• Realize team efficiencies through increased automation and organize workflows.
• Lead and assist in implementing the coordination of new business and product implementations and conversions.

Leadership and People:

• Lead and participate in inter-departmental committees and project teams.
• Complete and oversee the completion of the BBH annual performance review process.
• Provide ongoing feedback and coaching to staff to improve individual and team performance. Manage performance issues and disciplinary process for employees falling below set expectations.

REQUIREMENTS:Education level and/or relevant experience(s)

• BS/BA degree in a business related field, and/or equivalent work experience. (Fund Accounting, Fund Administration preferred)
• Minimum 6 years of related industry experience.
• Minim 3 years of prior supervisory experience.

Knowledge and skills (general and technical)

• Strong client service skills.
• Strong aptitude for numbers, accuracy and organization.
• Ability to initiate, plan and follow through projects to completion.
• Strong written and verbal communication skills.
• Creative problem-solving skills including the ability to identify, recommend and implement solutions.

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 , , approach to or how we support you to .

Expected salary:

Location: Hong Kong

Job date: Fri, 17 Jan 2025 04:35:01 GMT

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