Client Service Team Lead - ETF
Boston, MA 
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Posted 30 days ago
Job Description

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm. We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

At BBH, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client's financial well-being.

If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

As part of the Global ETF Services group the ETF AP Services Team Leader directs team resources to achieve overall client satisfaction and serves as a point of escalation for complex issues. The individual focuses on the ETF, Fund Accounting, Administration and Custody disciplines and the applicable product offering for assigned client relationships. 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 Client Service Representatives and Senior Client Service Representatives.

Responsibilities:

ETF Operations

  • Effectively manage a team supporting the daily activity for all ETF Servicing primarily focused on the AP Services Primary Market order-taking functions
  • Work with and act as an extension of ETF Issuer client's Capital Markets desks
  • Serve as a key point of contact for external Authorized Participants about daily servicing and order related inquiries
  • Manage the order lifecycle from placement through settlement of all Creation/Redemption order activity
  • Participate in discussions with Fund Sponsors looking to launch new ETF products
  • Stay updated on developments in the broader ETF Ecosystem

Strategy

  • 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

Leadership and People Management

  • 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

Technology/ Products

  • 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

Risk & Control

  • 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

Education level and/or relevant experience(s):

  • BA/BS degree (business/finance/accounting concentration is preferred), or equivalent work experience
  • Minimum of 3 to 5 years of financial services experience - ETF, Fund Accounting, Custody
  • Prior experience working in a client servicing focused work environment
  • Basket calculation and publication experience a plus

Knowledge and skills (general and technical)

  • 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

What We Offer

  • A collaborative environment that enables you to step outside your role to add value wherever you can
  • Direct access to clients, information and experts across all business areas around the world
  • 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
  • High-quality benefits program emphasizing good health, financial security, and peace of mind
  • 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

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

 

Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
3 to 5 years
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