REMOTE! CLIENT SERVICE REP

Job Title: Client Service Rep-ETF (BOS)
Location (On-site, Remote, or Hybrid?): Contract Duration: Contract until 05/14/2027
The Client Service Representative is an entry-level role responsible for supporting and enhancing the daily servicing of ETF custody and fund accounting clients. Under direct supervision, you will manage day-to-day client inquiries, and coordinate with internal teams to ensure accurate and timely deliverables. You will also support client onboarding, conversions, reporting, and various analyses while continuously identifying opportunities to streamline and elevate the client experience.
You will serve as a primary point of contact for assigned client relationships and play a key role in strengthening internal and external partnerships.
Client Service & Inquiry Management

Proactively monitor and respond to daily client inquiries related to custody, fund accounting, administration, and ETF operations
Escalate complex or high-risk items to senior team members as appropriate
prepare agendas, materials, minutes, and follow-up items
Review daily and monthly internal reporting, reconciliations, and service metrics; identify and escalate issues impacting client servicing
Internal Collaboration & Relationship Building

Partner with internal teams (Fund Accounting, Custody Operations, Client Onboarding, Product, Technology, Risk, etc.) to resolve client requests and support deliverables
Share client insights, recurring themes, and potential improvements with peers and management to enhance service quality and product capabilities
new investments, product changes, business expansions) to relevant internal groups to ensure proper planning and support
Build a strong understanding of client organizational structures to ensure clear, targeted communication
Technology Utilization, Training & Innovation

Stay current on internal technology platforms and tools; reporting platforms like BBH Infuse) to reduce manual requests and improve operational efficiency
Coordinate regular client demos and contribute to training materials and product enhancement discussions
Risk Management, Controls & Compliance

~ Adhere to firm policies, procedures, and best practices across all servicing activities

Maintain awareness of data confidentiality; Support monthly, quarterly, and ad-hoc reporting requirements while ensuring accuracy, consistency, and proper escalation of concerns
BA/BS degree or equivalent work experience required
Proficient in Microsoft Office, especially Excel; experience working with and interpreting multiple data sources is a plus
Language skills aligned with client coverage needs are beneficial
You proactively surface trends, risks, and automation opportunities to enhance the client experience.
You become confident in navigating custody, fund accounting, and ETF product structures.