Lead Client Service Representative, Custody
This role supports clients under minimal direction from the Client Service Team Leader, works on cross client projects and other business initiatives while acting as an escalation point for resolution of issues by other team members. Candidates with less experience will be considered as Client Services Representative.
RESPONSIBILITIES
1. Client Servicing
- Work independently to respond to all client inquiries on a daily basis including the most complex and escalated issues and own resolution.
- 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 to new technology, automation tools and BBH Worldview systems
- Participate in client conversions and special projects as required
2.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 Build overall credibility and foster trust with clients.
3. Risk Management Control
- Adhere to and assist in implementing all risk policies and procedures
- Monitor receipt of all client documentation
- Review and ensure collection of client invoices
4. Sales Support
- Craft responses to RFPs and industry surveys for clients as required
- Attend new business client presentations and meetings
5. Communication
- Represent the department in cross office meetings
- Communicate deliverables and action items from these meetings to the Client Service Manager and Team Leaders
REQUIREMENTS
1. Education level and/or relevant experience(s)
- Bachelors Degree
- 3-5 years of experience in fund accounting or global custody in financial services industry.
2. Knowledge and skills (general and technical)
- Project management skills and experience
- Excellent written and verbal communication skills
- Excellent problem solving skills
- Fluency in Mandarin is a must
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