Alternative Transfer Agency Shareholder Services Team Leader

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.

Alternative Transfer Agency Shareholder Services Team Leader

Brown Brothers Harriman is currently recruiting a Transfer Agency Shareholder Services Team Leader to join our Alternatives Team. As the Alternative TA Shareholder Services Team Leader, you will be responsible for day to day activities and issues that may impact the achievement of department objectives including quality, control, and client service standards. In addition, you will be responsible for managing a moderate-sized group of employees with typically two or more Supervisors as direct reports.

Some of your key responsibilities include:

• Oversee the day to day activities of team ensuring deliverables are met on time, and accurately.

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

• Establish service standards with TA colleagues and ensure they are shared with and understood by team members and all internal support groups (Operations, etc.).

• Serve as an escalation point for client service issues and deliverables.

• Build overall credibility and foster trust within and outside of the Shareholder Services Management Team.

• Promote a cohesive team atmosphere through exhibiting strong leadership, effective communication, professionalism, and development of individual career paths.

• Participate in the interview and selection process for job applicants.

• Oversee and ensure training and cross training of employees on relevant job functions to develop breadth and depth of knowledge.

• Complete and oversee the completion of the BBH annual performance review process.

• Provide ongoing feedback and coaching to direct reports to improve individual and team performance. Manage performance issues and disciplinary process for employees falling below set expectations.

What We Offer:

• 2 additional days added to your holiday calendar for Culture Celebration and Community Service

• Private medical care for you and your family

• Life Insurance

• Hybrid Working Opportunities

• Professional trainings and qualification support

• Thrive Wellbeing Program

• Online benefit platform

• Contracts for an indefinite period of time with no probation period

Qualifications:

• Ideally 5-7 years’ experience in transfer agency or the funds industry and supervisory experience

• Deep understanding of the Alternative financial services industry and knowledge of current industry initiatives

• Client service skills

• Aptitude for accuracy and organization

• Analytical ability

• Ability to work accurately and quickly under pressure

• Interpersonal skills

• Written and verbal communication skills

• Creative problem-solving skills including the ability to identify, recommend and implement solutions

• Ability to learn and adapt to new technologies and systems

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.