Transfer Agency Shareholder Services – Investor Relations Manager

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.

Brown Brothers Harriman is an award-winning provider of global custody, fund accounting and administration, foreign exchange, securities lending and technology solutions for many of the world’s leading asset managers and financial institutions.

Our Shareholder Services team represents global Transfer Agency (“TA”) Department with core objective to deliver service excellence to our clients and their investors.

We are seeking a dedicated and experienced Investor Relations Manager (“IRM”) to lead our team of shareholder services representatives. This role will be pivotal in ensuring the delivery of exceptional service to our regionally based clients and investors through close collaboration with the rest of the global teams. The ideal candidate will have a strong background in Transfer Agency or fund administration, client management, team leadership, and service delivery optimization.

KEY RESPONSIBILITIES:

Client Servicing and Relationship Management

• Take ownership of all regionally based clients and investors.
• Build and maintain strong relationships to enhance client satisfaction and loyalty.
• Serve as the key regional escalation contact point for client inquiries and escalations.
• Represent Transfer Agency in communicating global updates and changes.

Team Management and Development

• Lead, coach and develop a team of client service / shareholder services representatives to deliver service excellence.
• Set performance goals and provide regular feedback to the team to strive for continuous knowledge and skillsets enhancements.
• Organize and provide training for staff to ensure the team are fully knowledgeable to meet the functional requirements and client specifications.
• Foster a positive team environment that encourages professional growth and collaboration.
• Resource management, allocation and planning for maximum efficiency to meet with both daily and future business requirements.

Service Delivery

• Oversee the effective delivery of services to clients, ensuring adherence to company policies, standards and procedures.
• Develop and implement strategies to improve service efficiency and quality.
• Monitor service performance metrics and identify areas for improvement.
• Collaborate with internal departments locally and globally to ensure seamless service delivery and converting business insights into valuable propositions for BBH and our clients.

KNOWLEDGE & SKILLS

• BA/MS degree and/or equivalent work experience
• Proven experience in the financial services industry. Transfer agency, fund administration, client service management preferrable.
• Excellent communication interpersonal skills.
• Strong leadership skills with the ability to motivate and develop a team.
• Ability to analyze data and use insights to drive decisions, navigate through complexities and create solutions.
• Ability to work in a fast-paced environment and handle multiple priorities.
• Ability to coordinate across geographic, departments and functions.
• Knowledge or experience with Temenos Multifonds is an advantage.
• Fluency in English and Chinese languages (verbal and written) are required. Additional Asian language is 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.