Lead Client Service Representative

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

The Lead Client Service Representative within our Infomediary Data Solutions group is a client-facing role responsible for delivering exceptional service and technical support to a global client base utilizing a diverse suite of Infomediary products and solutions. Working as part of a global team, the successful candidate will serve as a trusted partner to clients, combining strong relationship management skills with the technical expertise needed to troubleshoot issues, explain complex functionality, and guide clients through product capabilities and enhancements.

The ideal candidate is a self-starter who thrives in a fast-paced environment and demonstrates a unique blend of client service, business analysis, project coordination, and technical problem-solving skills. This individual will proactively anticipate client needs, respond to inquiries and issues, and help clients maximize the value of BBH's product offerings. Success in this role requires the ability to communicate effectively with both business and technical audiences, manage multiple priorities, and collaborate across global teams to deliver practical, client-focused solutions.

The role will require business analysis, research, testing, and coordination activities to support strategic business initiatives and ensure solutions meet client requirements, business needs, and industry standards. Collaboration with colleagues across North America, Europe, and Asia is essential. The Lead Client Service Representative operates under general supervision and reports to the US Infomediary Client Service Manager.

Responsibilities include:

• Deliver exceptional client service, serving as a primary point of contact for clients across multiple Infomediary products and solutions.
• Provide functional and technical support to clients, diagnosing issues, identifying root causes, coordinating resolutions, and ensuring timely follow-up.
• Manage daily inquiries from a global client base, including user administration requests, system incidents, market practice questions, data inquiries, and product-related issues.
• Build strong partnerships with clients by understanding their business objectives and proactively recommending solutions that improve their experience and operational efficiency.
• Collaborate closely with Product, Technology, Operations, Investor Services, and other internal teams to advocate for client needs and drive successful outcomes.
• Maintain extensive direct interaction with clients, demonstrating professionalism, responsiveness, and a consultative approach to problem resolution.

Experience and Qualifications:

• Demonstrated success in a client-facing support, relationship management, or service delivery role within financial services or a technology-enabled environment.
• Ability to translate complex technical concepts and product functionality into clear, client-friendly communications.
• Strong technical aptitude, including experience supporting data platforms, file transmission technologies, SWIFT messaging, web-based applications, and related client solutions.
• Proven ability to manage client issues from initial inquiry through resolution while maintaining a high level of client satisfaction.
• Exceptional communication, presentation, and training skills, with the ability to engage effectively with both technical and non-technical stakeholders.
• Experience supporting multiple products or platforms and balancing a diverse portfolio of client needs in a fast-paced environment.

   

Salary Range

$65,000 - $90,000 + annual target bonus

BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) 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 value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.

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.