Transfer Agency - Shareholder Services Supervisor (Alternatives)

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Alternative Transfer Agency Shareholder Services Supervisor

The Alternative Transfer Agency Shareholder Services Supervisor will be responsible for day to day managing of key Transfer Agent client relationships and provide an escalation point for service issues, as well as producing various internal and client reports on an ongoing basis. The incumbent will be evaluated on their ability to perform these functions in a controlled and efficient manner while maintaining high client satisfaction. Achieving this will require leadership, initiative, creativity, strong communication skills, management skills including delegation and the ability to instill enthusiasm and commitment among team members.
    
Responsibilities

• Working closely with the TA SHS Team Leader and Investor Relationship Manager to establish and document service standards and procedures for TA clients.
• Assisting with the creation, maintenance and publication TA Operational Guides for all clients
• Developing expertise in changing industry initiatives (attend to presentations, work sessions & personal effort) and educate clients continually through presentations.
• Establishing solid contacts with all areas and all levels at clients’ organizations as well as inter departmental.
• Reviewing and discussing any client related issues requiring escalation with the Investor Relationship
• Managers and TA Management
• Proactively manage TA client relationships
• Co-ordinating and ensuring timely, accurate and complete set-up of new funds and share classes
• Co-ordinating activities across various locations for clients that operate under the Global TA Service Model

Qualifications:

In order to be successful in your application you will need to demonstrate a deep understanding of the Alternative financial services industry and knowledge of current industry initiatives. Ideally you will have 5 years’ experience in transfer agency or the funds industry and supervisory experience. You will have the ability to foster strong team spirit, to develop and mentor and effectively manage available resources.

What we offer:

• To encourage cultural awareness and philanthropy, BBHers have 1 Culture Celebration Day and 1 Community Service Day in addition to their paid standard vacation allowance
• 24 days of occasional remote work from Poland during a calendar year
• Private medical care
• Life Insurance
• Employee Assistance Program - offering independent and confidential counselling services for you and your family. You can get support for topics including family, marriage and relationships, finances, and legal issues.
• Professional trainings and qualification support
• Wellbeing Program
• Online Social Fund benefit platform
• Social, sport and integration events
• Onboarding Program for new hires

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.