Client Service Representative - LATAM

About the role

We are seeking a resource within the LATAM Client Service Team that works independently servicing institutional relationships to ensure an exceptional level of client service is met. This role supports institutional clients under direction from the Client Service Supervisor, works on cross-client projects and other business initiatives while acting as an escalation point for resolution of issues by other team members.

Responsibilities

• Client Servicing and Inquiry Response
• Work independently to respond to all client inquiries on a daily basis
• Maintain relationship objectives, developing a proactive relationship and service plan to ensure an exceptional value-added service to clients
• Maintain a strong knowledge of BBH departments, systems and services across all products and businesses
• Introduce and familiarize clients with new technology, automation tools and BBH Worldview systems
• Participate in the coordination of new business and product implementations, conversations and special projects as required
• Service Improvement
• Understand the way in which BBH and our clients operate to be able to suggest and implement changes
• Maintain a strong knowledge of industry initiatives to help anticipate future client requests
• Identify ways to improve productivity and efficiency within the team
• Risk Management and Control
• Adhere to and assist in implementing all risk policies and procedures
• Monitor receipt of all client documentation
• Represent the department in cross office meetings
• Communicate deliverables and action items from these meetings to the Client Service Manager and Team Leaders/Supervisors

Requirements

• Bachelor's degree in finance, accounting, or similar field
• Basic understanding of global custody and/or the financial services industry
• Client facing skills
• Excellent written and verbal communication skills both in English and Spanish is required
• Excellent problem-solving skills
• Basic understanding of Equity, Fixed Income, Mutual funds, and Alternatives funds is a plus but not required
• Team Player
• Salary Range
• $ 50,000 - $60,000 base salary + annual target bonus
• 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:

Benefits

Additional Information

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.

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