The Transfer Agency Shareholder Services Senior Representative will be responsible for the processing of all internal and external enquires and other related tasks for the funds which BBH acts as Registrar. Specifics responsibilities include: assist the Manager / Team Leader / Supervisor with the review and authorization of processing as directed, be the key contact for client, investor or inter-departmental queries arising.
Responsibilities:
- Process and validate all inquiries within agreed internal and external Service Level Agreement’s
- Ensure all inquiries are logged into the query management database, follow up inquiries that remain unresolved outside of agreed Service Level Agreement’s and review with the Supervisor or Manager any issues requiring escalation
- Assist the Manager / Team Leader / Supervisor in overseeing the day-to-day activities of the department
- Validate and approve related tasks including but not restricted to client reporting
- Effectively handle special processing situations including exceptions that require strong oversight
- Actively participate and work with the Client Service Managers and Production Support in the launch of any incremental business
- Ensure the preparation of any mailings required for internal or external vendors
- Ensure terms of Funds prospectus are being adhered to at all times
- Keep Errors and Omissions at a strict minimum at all times and ensure deadlines are met
- Ensure that policies and procedures are adhered to on a daily basis and have this proofed and suggest changes or amendments procedures and service standards, as identified
- Complete month end reporting internally and externally
- Remain knowledgeable of changing industry initiatives (attend to presentations, work sessions & personal effort) and educate clients continually through presentations
- Establish solid contacts with all areas and all levels at clients’ organizations as well as inter departmental
Requirements:
- BA/MS degree and/or equivalent work experience
- Prior experience working in a client servicing focused work environment
- Attention to detail and proven ability to handle complexity
- Ability to multitask and to manage competing priorities given broad portfolio of clients
- Ability to work effectively under pressure and demonstrate initiative
- Proven ability to communicate effectively both verbally and in writing
- Proven ability to adapt to change and problem solving
- Good knowledge of standard Office applications (Word, Excel and PowerPoint)
What We Offer:
- Be a member of a global team, a collaborative environment that enables you to work on multiple levels and products
- Direct access to information, subject matter experts and senior management across all business areas globally
- Ability to support shape the risk management framework
- Opportunities to grow your expertise and skills
- A culture of inclusion that values each employee’s unique perspective
- Employment stability with indefinite contract from day one
- High-quality benefits program emphasizing good health and financial security
- 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