Client Service Supervisor-ETF

Brown Brothers Harriman - Boston, MA

Full-time - Mid Level

Boston, MA

Credit Intermediation and Related Activities

About the position

The Client Service Supervisor - ETF at Brown Brothers Harriman (BBH) is responsible for directing client servicing team resources to ensure overall client satisfaction. This role serves as a point of escalation for complex issues and focuses on Fund Accounting, Administration, and Custody disciplines for assigned client relationships. The supervisor manages day-to-day activities, oversees product offerings, and ensures high client satisfaction while fostering a collaborative environment that encourages personal and professional growth.

Responsibilities

• Direct client servicing team resources to achieve overall client satisfaction.
• Serve as a point of escalation for complex client issues.
• Manage day-to-day activities for assigned client relationships.
• Oversee product offerings to support high client satisfaction.
• Respond to client inquiries and escalated issues, serving as the point person for senior-level client contacts.
• Coordinate and participate in client meetings and deliverables.
• Build credibility and foster trust with clients.
• Identify ways to improve productivity and efficiency to enhance client experience.
• Oversee activities of assigned client relationships and accounts to ensure client satisfaction is achieved.
• Participate in intra/inter-departmental projects and initiatives.
• Assist in the coordination of new business, product implementations, and conversions.
• Conduct annual performance appraisals and provide regular feedback for direct reports.
• Provide training to direct reports for necessary job functions.

Requirements

• BA/BS degree (business/finance/accounting concentration preferred) or equivalent work experience.
• Minimum of 3 to 5 years of financial services experience.
• Experience in fund accounting, custody, and ETF.
• Prior experience in a client servicing focused work environment.
• Ability to prioritize and quickly resolve client needs.
• Ability to multitask, prioritize assignments, and work accurately in a deadline-oriented environment.
• Effective verbal and written communication skills.
• Technical proficiency in internal and/or web-based systems is a plus.
• Strong analytical ability.
• In-depth knowledge of various securities options, accounting standards, and ongoing regulatory changes.

Nice-to-haves

• Knowledge of corporate actions, equity, fixed income, derivative investments, and emerging markets.
• Comprehensive working knowledge of Microsoft Office Products.

Benefits

• Health insurance
• Opportunities for professional growth and development
• Collaborative work environment
• Volunteer opportunities through BBH Cares program
• High-quality benefits program emphasizing good health and financial security