Client Service Team Leader - 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.

The Client Service Team Leader within the Alternatives group serves as a point of escalation for complex issues and directs team resources to achieve overall client satisfaction. As a Team Leader, you will handle day to day aspects of alternatives client relationships, perform core product functions as required, and collaborate on interdepartmental projects. You will be responsible for managing Client Service Supervisors and overseeing the performance of their teams consisting of Client Service Representatives and Senior Client Service Representatives. Also, you will be expected to understand and consult with clients on a variety of alternatives concepts related to hedge, private equity, private debt, and/or real estate funds.

About the team:

In the Alternatives Client Service Group, we believe collaboration is not only important to the development of our team, we believe it's a key component to delivering an exceptional level of client service, minimizing risk, and maintaining a growth-oriented learning environment for the future.

We take pride in diversity and welcome individuals with various professional backgrounds. We value your specialized knowledge and facilitate training and mentorship opportunities that will enable you to build on your skill set and further your career in this competitive industry.

As a member of the Alternatives Client Service team, you will help clients improve performance in all aspects. You will serve as a vital conduit between your team and your clients to ensure we meet their differentiated needs and exceed their expectations. The high level of external and internal interaction will enable you to continuously challenge yourself, sharpen your critical thinking skills and play a critical role in the growth of the firm.

To be successful, you'll need to:

• Be attentive to your team and your clients. Take time to really listen to your client's needs, understand their goals and how you can improve their experience.
• Be committed to staff development, demonstrate the ability to lead and empower others in a fast-paced work environment.
• Possess creative problem-solving skills including the ability to identify, recommend and implement solutions.

Key responsibilities include:

• Review and approval of monthly and quarterly NAV packs and allocations for funds investing in private debt, private equity, syndicated debt, OTC and various other equity and fixed income financial instruments
• Work with clients to solve complex problems, including but not limited to multi-currency equalization & IRR calculations
• Act as main point of contact for the client's auditors to provide documentation, answer queries relating to fund activity and ensure a smooth audit cycle
• Work closely with the BBH Alts financial reporting team during the quarterly and annual cycle
• Preparation and review of capital calls and distributions
• Work with support teams to ensure all teams are working together to ensure a seamless client experience
• Aid in enhancing and enacting new policies, procedures and internal controls, including implementation of new technology tools and updates to associated procedural guides
• Aid in the preparation of monthly and quarterly reporting for client presentation e.g. KPI and Board Reporting decks
• Ensure all client legal, tax and documentation related issues are appropriately documented.
• Act as the primary point of escalation for Systems, Operations, and Risk/Control for any client related issues and proactively manage the resolution process with frequent updates and satisfaction measures.
• Collaborate with Relationship Managers to stay abreast of client goals and identify opportunities to expand client relationships.
• Oversee and ensure training and cross training of employees on relevant job functions to develop breadth and depth of knowledge.
• Participate in inter-departmental and cross Line of Business Project teams.
• Provide ongoing feedback and coaching to staff to improve individual and team performance, including BBH's annual performance review process. Manage performance issues and disciplinary process for employees falling below set expectations.
• Lead and assist in implementing the coordination of new business and product implementations and conversions.

Qualifications:

• BA/BS degree in a business related field, and/or equivalent work experience.
• 5+ years of PE/RE/Hedge Fund Accounting and partnership accounting required, Global Custody experience a plus- 2+ years of supervisory experience, managing staff, and delivering performance reviews required.
• Detailed knowledge in one or more of the following alternatives industry segments: Public/Private Debt Funds, Private Equity, Hedge Funds or real estate funds.
• Highly proficient with Excel
• Working knowledge of WSO preferred
• Experience with Luxembourg domiciled funds desirable

What we offer:

• A collegial atmosphere focused on teamwork and healthy competition.
• Multifaceted opportunities that enable you to interact with more than one area of the firm, challenge yourself and add value.
• A chance to gain global competence working with clients, industry experts and colleagues located in 18 BBH offices throughout North America, Europe and Asia.
• Premium and accessible benefits program promoting healthy lifestyles, financial security, career development and a wide variety of opportunities to devote time to philanthropic initiatives.

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.

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.