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.
Join us as a Junior Operations Specialist Client Account Profile!
Brown Brothers Harriman is currently recruiting Junior Operations Specialist Client Account Profile. In this role you will be responsible for ensuring that new accounts are set up properly and maintained effectively on BBH&Co. systems. The Specialist will develop an in-depth knowledge of BBH&Co.’s business lines, subcustodian network, and systems such as the Unified Account File (UAF), Keystone, and Fircosoft. You should assist internal clients in the account opening process and keep them updated on the status of their account openings and maintenance. The Client Account Specialist will work closely with the Client Service Group to provide our internal clients with quick and accurate account set-ups.
Some of your key responsibilities include:
Set up new accounts, make changes to existing accounts and close accounts that are no longer needed.
Perform maintenance functions on existing accounts.
Escalate problem items.
Monitor and identify incomplete and/or inconsistent information that may result in risk to BBH or our clients. Resolve the discrepancy and execute transaction
Communicate professionally and constructively to effectively resolve issues in order to minimize risk and exposure.
Provide superior client service.
Communicate as part of a team.
Gain an understanding of the big picture – how specific function impacts the firm.
Understands BBH’s systems and workflows beyond immediate team and utilizes this knowledge to suggest process improvements that will benefit the department.
Assists team in developing and implementing process improvements which will reduce risk and/or increase productivity.
What we offer:
To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance
Private medical care
Life Insurance
Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.
Professional trainings and qualification support
Wellbeing Program
Online Social Fund benefit platform
Social, sport and integration events
Onboarding Program for new hires
Desired Qualifications:
BA/BS degree or equivalent work experience
Demonstrated PC skills
Ability to identify, escalate and resolve a problem
Ability to communicate professionally through effective verbal and written skills
Ability to manage time efficiently and effectively
Organizational skills and detail-oriented
Ability to multi-task
Ability to work in a team environment
Ability to meet deadlines and work under pressure
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.
Top Skills
What We Do
Brown Brothers Harriman (BBH) is a privately-held financial institution that has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management and Investor Services. Our 5,000 employees operate from 17 locations throughout North America, Europe and Asia.
