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Brown Brothers Harriman · 8 hours ago

Client Service Team Leader - ETFs

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$80K/yr - $120K/yr

3+ years exp

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service and specialist expertise. The Client Service Team Lead - ETF directs client servicing team resources to achieve overall client satisfaction and serves as a point of escalation for complex issues, focusing on Fund Accounting, Administration, and ETF operations disciplines.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

Field and respond to client inquiries and escalated issues and serve as the point person for senior level client contacts

Coordinate and participate in client meetings and deliverables

Serve as a key point of contact for external clients with regard to daily servicing inquiries

Identify ways to improve productivity and efficiency to enhance client experience

Oversee activities of assigned client relationships and accounts to ensure client satisfaction is achieved

Work closely with internal Teams to ensure timely resolution of client inquiries and improvement of services levels

Participate in intra/inter-departmental projects and initiatives

Recognize opportunities to achieve greater internal operational effectiveness

Assist in the coordination of new business, product implementations and conversions

Oversee daily ETF operational workflows to facilitate ETF client reporting

Participate in the interview and selection process for job applicants, and assist new staff members in learning job specific tasks

Conduct annual performance appraisals and provide regular feedback based on development plans for direct reports

Develop key internal relationships to proactively aid in the resolution of client issues

Provide insight for potential workflow and application enhancements

Remain knowledgeable of changing industry initiatives and the regulatory environment

Exhibit a sound understanding of BBH products and services

Provide training to direct reports for the skills necessary to perform relevant job functions

Provide clients with support and insight on new technology, automation tools and products that are made available by BBH

Utilize relevant internal technology solutions to effectively manage client inquiries and support client servicing deliverables

Provide oversight of all BBH products, services, and key deliverables for assigned clients relationships

Provide oversight and coordinate execution of periodic fund events, conversions or account launches with the appropriate internal departments

Ensure adherence to all established procedures, controls, and best practices

Maintain oversight of internal exception reporting and escalate issues that may impact client servicing

Qualification

ETFsFund AccountingClient ServicingFinancial Services ExperienceAnalytical AbilityMicrosoft OfficeMultitaskingTechnical ProficiencyCommunication SkillsCollaboration

Required

BA/BS degree (business/finance/accounting concentration is preferred), or equivalent work experience

Minimum of 3 to 5 years of financial services experience

Experience in fund accounting and ETF operations

Prior experience working in a client servicing focused work environment

Ability to prioritize and quickly resolve client needs

Ability to multitask, prioritize assignments and work quickly and accurately in a deadline-oriented environment

Ability to communicate effectively with both verbal and written skills

Technical proficiency in internal and/or web-based systems a plus

Strong analytical ability

Ability to work in a collaborative environment that requires collaboration with multiple teams

In-depth knowledge and understanding of various securities options, accounting standards and ongoing regulatory changes

Knowledge of corporate actions, equity, fixed income, derivative investments, and emerging markets

Comprehensive working knowledge of Microsoft Office Products

Preferred

In-depth knowledge of ETFs strongly preferred

Benefits

High-quality benefits program emphasizing good health, financial security, and peace of mind

Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm

A culture of inclusion that values each employee’s unique perspective

Rewarding work with the flexibility to enjoy personal and family experiences at every career stage

Volunteer opportunities to give back to your community and help transform the lives of others

Company

Brown Brothers Harriman

Glassdoor3.7

Brown Brothers Harriman is an American partnership bank that offers a range of international investment and banking services.

Founded in 1995

New York, New York, USA

5001-10000 employees

http://www.bbh.com

H1B Sponsorship

Brown Brothers Harriman has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (22)

2024 (16)

2023 (18)

2022 (23)

2021 (15)

2020 (10)