Senior Client Service Representative_Custody Service Team
Core
Deliver exceptional client experiences through proactive relationship management and acting as the primary escalation point for complex issues in custody services.
Role type
Senior Client Service Representative (Custody)
Builds
Client service plans, new business implementations, and operational efficiency initiatives.
Domain
Financial Services / Custody & Settlement
Deliverable
client delivery
Required skills
Complex issue resolution, proactive relationship management, project coordination, process optimization, risk management compliance, trade/cash settlement knowledge
Preferred skills
Project management, cross-client project leadership
Technologies
BBH Infuse systems, automation tools
Responsibilities
Serve as primary escalation point for complex client issues; Develop and execute proactive relationship and service plans; Introduce clients to innovative technologies and automation tools; Coordinate new business and product implementations; Promote a client-first mindset to optimize processes; Identify opportunities for service enhancement; Ensure compliance with risk management policies.
Seniority
Senior, hands-on IC