Job details

Operations Specialist

At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens, and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being. If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.

Join us as an Operations Specialist:

Brown Brothers Harriman is currently recruiting recent college graduates who are looking for an entry level position in financial services. In this role you will gain exposure to financial processes and network with professionals to kick start your career.

The Ops Specialist is responsible for supporting I&WM, performing moderately complex Middle Office specialized operational activities which includes securities and cash processing, ensuring transaction flow between I&WM and the custodian. Such activities include Trade Support, Corporate Actions, Account Set Up and Maintenance, Portfolio Accounting, SMF, Billing, Cash Management. Work with the business line to resolve inquiries and provide client service support.

1. Transaction Processing

Process security and cash transactions to accounting and other processing systems
Verify information related to client requests and inquiries (including account openings/closing, funds transfers, corporate actions, etc.) and instructions received
Manage daily volume
Resolve break items

2. Client Service

Address client inquiries and process client requests timely
Resolve problems related to a client account or maintenance (i.e., changes to client accounts, forwarding changes, etc.)
Escalate client issues/problems to management if not resolved timely

3. Process / Productivity Improvement

Gain efficiencies to improve individual productivity
Gain an understanding of the big picture – how specific function impacts the firm
Contribute to Division or Firm process improvement activities
Assist team members with day-to-day activities when needed / providing backup
Communicate professionally and constructively to effectively resolve issues to minimize risk and exposure.

Knowledge, Skills, and Abilities:

BS / BA degree or equivalent work experience
1 to 2 years of industry experience
Demonstrated PC skills
Ability to identify, escalate and resolve problems / issues
Ability to communicate professionally through effective verbal and written skills
Demonstrates efficient time management skills
Demonstrates organizational skills and an attention to detail
Ability to multi-task
Ability to work in a team environment
Ability to meet deadlines and work under pressure
Proactive self-starter who is goal oriented
Knowledge of Microsoft Excel, Access, Bids 2000, UAF and AddVantage accounting system a plus

What We Offer:

A collaborative environment that enables you to step outside your role to add value wherever you can
Direct access to clients, information, and experts across all business areas around the world
Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
A culture of inclusion that values each employee’s unique perspective
High-quality benefits program emphasizing good health, financial security, and peace of mind
Volunteer opportunities to give back to your community and help transform the lives of others

BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range for this role is $65,000 to $75,000 which is specific to New York, NY 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 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.

Full time

New York

By Brown Brothers Harriman

Brown Brothers Harriman (BBH) is a privately owned and managed financial services firm. We serve the most sophisticated individuals and institutions with expertise in Private Banking, Investment Management, and Investor Services. Without the dis...

16 jobs

MATCH

Calculating your matching score...

FUNDING

Private

INDUSTRY

Investment & Asset Management

TEAM SIZE

1001-5000

LOCATION

Hybrid, based in New York, NY

DATE POSTED