Client Services Associate

The Client Service Representative is responsible for managing and supporting assigned client relationships across Fund Accounting, Administration, and Custody services. Serving as the primary point of contact, this role works closely with clients and internal teams to resolve inquiries, support onboarding and reporting activities, identify trends, and deliver a high level of client service. Key Responsibilities Client Service & Relationship Management Serve as the primary contact for assigned clients and manage day-to-day inquiries. Respond to client and internal requests in a timely manner and provide regular status updates. Build strong relationships with client contacts and internal stakeholders. Coordinate and participate in client meetings, including preparing agendas and meeting notes. Escalate complex issues and service concerns as appropriate. Operations & Process Improvement Collaborate with internal teams to resolve client inquiries and support deliverables. Review reports and reconciliations for assigned clients and elevate potential issues. Analyze inquiry trends and identify opportunities for process improvements, automation, and client training. Share client insights and business opportunities with management and internal teams. Promote the use of BBH Infuse and other technology solutions. Conduct client training sessions and platform demonstrations. Communicate product enhancements and technology updates to clients. Adhere to all company policies and procedures. Maintain confidentiality of client information and ensure accuracy in all communications. Identify opportunities to strengthen controls and improve operational efficiency. Qualifications Bachelor's Degree or equivalent experience. Strong communication, client service, and relationship management skills. Excellent analytical, organizational, and problem-solving abilities. Proficiency in Microsoft Office Suite. Ability to learn new systems and work effectively in a team-oriented environment. #J-18808-Ljbffr