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 Senior Client Service Representative serves as a primary point of contact for assigned global and regional custody clients, delivering timely, accurate, and high‑quality support for day‑to‑day inquiries related to global custody products and services.
The role takes end‑to‑end ownership of client inquiries and issue resolution, coordinating closely with internal teams and global offices to ensure exceptional service outcomes. The Senior Representative performs daily service and transaction reviews, contributes to risk management and control processes, and plays an active role in client service reviews, account maintenance, and service enhancement initiatives.
Key Responsibilities
1. Client Service & Inquiry Management
-
Own assigned custody client relationships and demonstrate a strong client‑servicing mindset by providing accurate, responsive, and solutions‑focused support.
-
Proactively respond to daily custody‑related client inquiries, including but not limited to:
-
Corporate actions
-
Trade settlement
-
Fund Transfers
-
Foreign exchange
-
Tax and market‑specific custody inquiries
-
Take end‑to‑end ownership of client issues by collaborating with internal departments to:
-
Prioritize client requests and deliverables
-
Investigate root causes
-
Drive timely and effective resolution
-
Support custody operational activities, including:
-
New account / market openings
-
Account maintenance
-
System access and maintenance
-
Develop in‑depth understanding of clients’ business models (including QDII structures where applicable) and identify opportunities to enhance overall client experience and service quality.
-
Maintain strong working knowledge of BBH custody products, systems, workflows, and operating models.
-
Utilize internal technology platforms to efficiently manage, track, and resolve client inquiries. Introduce and familiarize clients with new technology solutions, automation tools, and custody product enhancements. Demonstrate willingness and ability to learn and adopt new systems and digital solutions to improve service delivery.
-
Support smooth execution of ongoing account changes and service requests, identifying trends or recurring issues and contributing to service improvement initiatives.
4. Risk Management, Controls & Reporting
-
Ensure timely escalation and follow‑through on client issues and concerns in collaboration with the Supervisor and Client Service Manager.
-
Participate in team‑based projects, audits, and control initiatives to support a strong risk and compliance environment.
-
Operate with limited supervision, supporting more complex custody relationships and larger accounts.
-
Contribute to a collaborative team culture aligned with BBH’s core values of integrity, teamwork, and excellence.
Qualifications & Requirements
Education
-
Bachelor’s degree (Business, Finance, or Accounting preferred) or equivalent relevant work experience.
Experience
-
Minimum 2 years of global custody operations and/or custody client servicing experience is preferred.
-
Proven experience managing client inquiries, escalations, and issue resolution in a custody environment.
-
Preferred: Prior experience servicing QDII clients, including familiarity with:
-
China‑based asset managers or institutions
-
QDII investment structures and servicing expectations
-
Cross‑border custody support and communication requirements
Skills & Competencies
-
Strong client focused mindset and ability to deliver high‑quality service under pressure.
-
Excellent problem‑solving and analytical skills with a control‑oriented mindset.
-
Strong written and verbal communication and interpersonal skills.
-
Ability to effectively prioritize, multi‑task, and meet deadlines in a fast‑paced environment.
-
Willingness and ability to learn new markets, custody products, and regulations.
-
Proficient in Microsoft Office, with strong working knowledge of Excel.
-
Experience handling multiple data sources and reporting requirements.
Language Requirements
-
Proficient in English and Chinese.
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.
