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Operations Specialist
2 months ago
We are seeking a highly skilled Financial Operations Specialist to join our team at Brown Brothers Harriman. As a key member of our Funds Transfer (FT) Capital Partners (CP) Services group, you will be responsible for the effective and timely authentication and processing of client instructions.
Key Responsibilities- Risk Management: Assist management in ensuring proper product delivery, proper escalation, and resolution of high exposure items, maintaining the proper balance of cost, control, and client service.
- Ensure client documentation is complete and current before authenticating instruction(s).
- Communicate professionally and constructively to effectively resolve issues to minimize risk and exposure.
- Consistently provide employees with constructive and timely feedback, both positive and negative.
- Assign responsibility effectively based on expertise and strengths of team members.
- Identify opportunities to improve the FT payment authentication process.
- Work with Relationship Managers to eliminate fax and introduce automation where possible.
- Work with Relationship Managers to have clients adopt standard formats for manual payments where they cannot be eliminated.
- Ensure daily output standards, both quality and timeliness, are met.
- Ensure adherence to all established policies, procedures, and controls.
- Demonstrate responsiveness to inquiries by responding to them in a timely manner with thoughtful solutions which prevent problems and provide quality service.
- Ensure clients are satisfied with the authentication process.
- Demonstrate responsiveness to client needs and an initiative-taking approach toward problem avoidance.
- Optimize productivity, while balancing the need to meet client deadlines and employee needs within the FT CP Services group.
- Strong Customer Service skills.
- Ability to work effectively in a fast-paced deadline-driven environment.
- Strong Organizational skills being meticulous.
- Able to work in a team environment and independently.
- Ability to communicate verbally and in writing.
- Useful to have knowledge of USD and Foreign Currency Payment Processing, Keystone, Pivotal CRM, and Addvantage.
- Hours are 11:00am - 7:00pm. Position requires holiday coverage.
- $40k-$50k base salary + annual bonus target.
- BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing.
- A comprehensive benefits package emphasizing good health, financial security, and peace of mind.
- Opportunities for professional development and growth within the company.
Brown Brothers Harriman is 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.
