Operations Lead Specialist - Corporate Actions Tax

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.

Job Description

The Operations Lead Specialist – Corporate Actions Tax is responsible for handing complex global processing, balancing, and reconciling of custody positions related to tax reclaim entitlements. This would include activities such as instruction receipt and authentication, entry instruction and verification (dual controls).  In addition, they are responsible for assisting the supervisor with enhancing the productivity of the unit and coordination of workflow management, training new employees, and ensuring quality control standards are met.

Key responsibilities include:

• Ensure daily tax reclaim processing meets standards for both quality and timeliness.
• Coordinate control/production related activities.
• Coordinate intraday and end of day prioritization and reconciliation of daily work/proof and control.
• Gain efficiencies to improve individual productivity.
• Help to ensure all deadlines and requirements are being met.
• Manage daily production reporting.
• Monitor and assist in the resolution of complex issues.
• Review E&O situations and look for route cause and recommend corrective action.
• Follow up on open inquiries.
• Interact with other BBH departments on resolution of issue.
• Communicate professionally and constructively to effectively resolve issues to minimize risk and exposure.
• Review and verify work of team members.
• Approve/provide sign-off of team members’ work.
• Works with sub custodian network to ensure timeliness and accuracy of payments.
• Provide training through assisting in the development of team members.
• Assist team members with day-to-day activities/provide back-up support.
• Effectively utilize and operate all tools and technology appropriate to the role
• Contribute to Division or Firm process improvement activities.
• Maintain and apply knowledge of Division goals and business objectives; perform activities that support these goals.
• Acquire understanding of full scope of Division and how specific function impacts the firm.
• Contribute to Division or Firm process improvement activities.
• Multi-task efficiently within time constraints and with available resources.
• Contribute to Division/ Firm process improvement activities through improvement of STP (straight through processing).
• Repair and resolve more complex discrepancies that impact client servicing in a timely and accurate manner.

Desired Qualifications:

• BS/BA degree or equivalent work experience.
• 1 to 2 years of custody or securities processing or other industry experience.
• Research, analysis, and problem resolution skills.
• Ability to communicate professionally through effective verbal and written skills.
• Organizational skills and detail oriented.
• Ability to multi-task, work in a team environment, meet deadlines and work under pressure.
• Proactive self-starter who is detail and goal oriented.
• Apply basic understanding to effectively utilize core custody and BBH Operations systems to support client service deliverables.
• Computer literate - MS Suite of products (Excel, PowerPoint, Word).

Salary Range

NJ: $60,000 - $75,000 base salary + annual target bonus

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being. 

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.