Client Service Team Leader/Lead Client Service Representative

Brown Brothers Harriman
日本
フルタイム
1週間前

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.

This role directs client servicing team resources to achieve overall client satisfaction and serves as a point of escalation for complex issues.  The individual focuses on assigned functional services in the Global Custody disciplines.  S/he will manage day to day activities for assigned client relationships and perform oversight of product offerings to support high client satisfaction.

S/he will normally be responsible for managing Senior Client Service Representatives.

Key Responsibility:

Client Service

Field and respond to client inquiries and escalated issues and serve as the point person for key client contactsWork effectively with internal teams to prioritize client requests, deliverables and issue resolutionOversee activities of assigned client relationships and accounts to ensure client satisfaction Utilize relevant internal technology solutions to effectively manage client inquiries and support client servicing deliverablesIdentify ways to improve productivity and efficiency Introduce and familiarize clients with new technology, automation tools and productCoordinate and participate in client meetingsParticipate in intra/inter-departmental projects and initiativesRisk/Control:Ensure adherence to all established procedures, controls, and best practicesOversee 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 relationshipsLeadership:Oversee the day to day activities of direct reportsProvide ongoing feedback and coaching to staffs to improve individual and team performance Participate in the interview and selection process for job applicants, and assist new staff members in learning job specific tasks

Qualifications:

BA/BS degree3 to 5 years of financial industry experience (client servicing focused environment is preferred)Strong verbal and written communication skills both in Japanese and English Strong attention to detailsAbility to multitask, prioritize assignments and work quickly and accurately Ability to work in a collaborative environment Ability to build and maintain internal and external client relationshipsAbility to learn and adapt to new technologies and systemsAbility to motivate staffs and support development

Fund services knowledge is preferredComprehensive working knowledge of Microsoft Office Products

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.

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