Senior Transfer Agency Shareholder Services Representative

Brown Brothers Harriman(19 days ago)

HybridFull TimeJunior$0 - $0Transfer Agency

About this role

The Transfer Agency Shareholder Service Senior Representative at BBH is responsible for handling inquiries related to fund transactions, ensuring compliance with policies, and supporting client and internal queries. The role involves processing and validating requests, managing special situations, and supporting new business launches. It offers a collaborative environment within a well-established financial services firm that values diversity and professional growth.

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Required Skills

Client Service
Fund Accounting
Reconciliation
Queries Management
Financial Products
Industry Regulations
Office Applications
Communication
Problem Solving
Customer Support

About Brown Brothers Harriman

bbh.com

At Brown Brothers Harriman, we serve the most sophisticated individuals and institutions with expertise through our focused business lines: Investor Services, which offers custody, accounting, administration, capital market services, and operating model solutions; and Capital Partners, which offers wealth management, corporate advisory and banking, investment management, and private equity.

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