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Full-Time

FX Currency Admin Client Service Team Lead

Confirmed live in the last 24 hours

Brown Brothers Harriman

Brown Brothers Harriman

5,001-10,000 employees

Provides private banking and wealth management services

Venture Capital
Financial Services

Senior

Boston, MA, USA

Category
Asset Management
Finance & Banking
Requirements
  • BA or Equivalent
  • 5 + years of experience
  • Thorough understanding of FX Markets.
  • Proven ability to manage a team and meet operational goals.
  • Proficiency in Microsoft applications, particularly Excel
  • Proven ability to manage client relationships and to respond effectively to client concerns
  • Strong presentation skills and willingness to present in front of internal management and client management.
  • Strong written and verbal communication skills
Responsibilities
  • Manage Currency Administration client relationships, ensuring client inquiries are responded to or escalated, participate in client management meetings, and contribute to client service goals.
  • Demonstrate a thorough understanding of the daily operational processes relating to all regional clients, through timely and accurate execution of daily deliverables and responding to client inquiries, to the satisfaction of our clients.
  • Ensure appropriate coverage is always in place to meet daily deliverables.
  • Managerial responsibilities include educating and coaching the team on processes, product developments / enhancements, and client relationship profiles.
  • Actively engage with direct reports to support training and career progression as well as individual and team goals
  • Contribute to identifying annual team goals, oversee semiannual EDP process, and host regular individual meetings with direct reports
  • Ensure appropriate hand off to regional offices to ensure all client deliverables are met daily. Frequent global collaboration with all FX CA teams in the execution of our global client service model for FX CA.
  • Lead regular team meetings to receive and provide updates on local market development and assist in developing broader business objectives
  • Develop and maintain strong relationships with key stakeholders and business contacts in FX, Custody, Fund Accounting and Transfer Agency
Brown Brothers Harriman

Brown Brothers Harriman

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Brown Brothers Harriman offers a range of financial services including private banking, wealth management, investment advisory, and corporate lending. Their products and services are designed to assist both private clients and institutions in managing their financial needs. For private clients, they provide personalized wealth planning, investment management, and lending solutions. For corporate clients, they offer advisory services, capital solutions, and investment management tailored to the unique challenges faced by businesses. What sets Brown Brothers Harriman apart from its competitors is their focus on building long-term relationships with clients, emphasizing accountability and specialized expertise. Their goal is to ensure the success of their clients by providing tailored financial solutions and maintaining a collaborative approach to service.

Company Stage

N/A

Total Funding

$254.9M

Headquarters

Boston, Massachusetts

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • BBH's recent executive hires and leadership bolstering indicate a strong commitment to growth and strategic direction.
  • The launch of an automated liquidity management tool showcases BBH's dedication to leveraging technology for enhanced client services.
  • BBH's significant investments in various companies and sectors highlight its robust financial health and diversified investment strategy.

What critics are saying

  • BBH's selective client approach may limit its market reach and scalability compared to more inclusive competitors.
  • The firm's reliance on a private partnership model could pose challenges in raising capital quickly compared to publicly traded firms.

What makes Brown Brothers Harriman unique

  • Brown Brothers Harriman (BBH) maintains a unique position as a private partnership, allowing for a long-term, client-focused approach unlike publicly traded competitors.
  • BBH's selective client approach and specialized industry expertise enable tailored solutions that are difficult for larger, more generalized firms to replicate.
  • The firm's global reach combined with a hands-on, transparent relationship management style promotes innovation and agility, setting it apart from more bureaucratic institutions.

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