JOB DUTIES:
- Review and pro-actively respond to client and internal inquires daily, keeping client up to date on status, and escalating to Sr. Client Service Rep. as necessary
- Research, identify and escalate internal issues that may impact client servicing
- Work effectively with internal departments to support client requests, deliverables and issue resolution
- Analyze inquiry trends and determine if training is required to help either reduce or automate.
- Meet with your client contacts regularly to review pending items.
- Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSR
- Prepare agendas, minutes and coordination of the meetings, and review with your manager.
- Meet with your manager and peers regularly to share insights and communicate to senior management when necessary.
Technology Management & Effectiveness
- Working with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary.
- Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiries
- Coordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention.
Relationship Building & Networking
- Collaborate with internal teams to share insights and improve the client experience.
- Understand your client's organizational chart to ensure you contact appropriate members to review items.
- Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activities
Risk & Control
- Adhere to all BBH policies and best practices
- Identify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information.
- Pay attention to detail and contacts sent in emails.
KNOWLEDGE, SKILLS, COMPETENCIES
- BA or Equivalent
- Ability to communicate effectively with both verbal and written skills
- Ability to learn and adapt to new technologies and systems
- Strong analytical and problem-solving skills
- Language skills commensurate with office location and client relationships supported
- Comprehensive working knowledge of Microsoft Office Products
Hybrid Schedule: 3 days in the office 2 days working from home, depending on the team
