Client Service - Account Profile

Operations Specialist – Client Account Profile

185, Hudson Street, Jersey City, NJ 07311

6+ months of contract with potential for extension or conversion

Client: Brown Brothers Harriman

Pay rate: $24/hr on W2 (without any benefits and PTO
 

Job Description:

• Responsible for ensuring that new accounts are set up properly and maintained effectively on BBH&Co. systems.
• The Specialist will develop an in-depth knowledge of BBH&Co business lines, Sub-Custodian network, and systems such as the Unified Account File (UAF), Keystone, and Fircosoft.
• He/she should assist internal clients in the account opening process and keep them updated on the status of their account openings and maintenance.
• The Client Account Specialist will work closely with the Client Service Group to provide our internal clients with quick and accurate account set-ups.
• Set up new accounts, make changes to existing accounts and close accounts that are no longer needed.
• Code data from the new account form into various BBH&Co. systems.
• Perform maintenance functions on existing accounts.
• Escalate problem items.
• Monitor and identify incomplete and/or inconsistent information that may result in risk to BBH or our clients.
• Resolve the discrepancy and execute transaction.
• Escalate problem items.
• Communicate professionally and constructively to effectively resolve issues to minimize risk and exposure.
• Provide superior client service.
• Communicate as part of a team.
• Gain an understanding of the big picture – how specific function impacts the firm.
• Contribute to Division or Firm process improvement activities.
• Understands BBH’s systems and workflows beyond immediate team and utilizes this knowledge to suggest process improvements that will benefit the department.
• Assists team in developing and implementing process improvements which will reduce risk and/or increase productivity.
• Learn how BBH&Co., systems interact with one another.

BA/BS degree.

• Demonstrated PC skills.
• Ability to identify, escalate and resolve a problem.
• Ability to communicate professionally through effective verbal and written skills.
• Ability to manage time efficiently and effectively.
• Organizational skills and detail oriented.
• Ability to multi-task.
• Ability to work in a team environment.

Ability to meet deadlines and work under pressure.

Additional skills:

Are there additional skills/competencies outside of the job description that are important

• Demonstrated PC skills.
• Ability to identify, escalate and resolve a problem.
• Ability to communicate professionally through effective verbal and written skills.
• Ability to manage time efficiently and effectively.
• Organizational skills and detail oriented.
• Ability to multi-task.
• Ability to work in a team environment.
• Ability to meet deadlines and work under pressure.

What is the expected hybrid schedule? Consultants are not required to come in to the office, but it is highly encouraged for training and collaboration

Weekly hours expected? 40

Expected term? 6 months with possibility to be renewed for maximum 2-year term

Is this a contract-only assignment, or is temp-to-perm possible? Temp-to-perm possible
72930

• Are there additional skills/competencies outside of the job description that are important
• Demonstrated PC skills.
• Ability to identify, escalate and resolve a problem.
• Ability to communicate professionally through effective verbal and written skills.
• Ability to manage time efficiently and effectively.
• Organizational skills and detail oriented.
• Ability to multi-task.
• Ability to work in a team environment.
• Ability to meet deadlines and work under pressure.