Senior Documentation and Registration Specialist
Full Time
Boston, MA
Posted
Job description
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!
What You Can Expect At BBH:
If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.
Senior Documentation & Registration Specialist
At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.
If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.
Join us as a Senior Documentation and Registration Specialist
Brown Brothers Harriman is currently recruiting a Senior Documentation and Registration Specialist to join our Global Registration team. The Senior Documentation and Registration Specialist is a member of the CAP Registration team in Service Delivery. Department which is responsible for managing the market investment approval and account opening processes for markets that require foreign investor registration and/or documentation requirements to open cash and securities accounts.
The Senior Documentation and Registration Specialist will liaise with BBH client servicing groups and subcustodian providers to process registration requests. The Senior Document and Registration Specialist will complete registration database updates and maintenance and updates to registration kits for assigned markets. The position requires an individual with a great attention to detail, ability to organization, accuracy, and client service skills.
Some of your key responsibilities include:
1. Foreign Investor Registration / Documentation Completion Processing
- Maintain database reflecting changes in status for current market registration approvals and/or account opening processes
- Prepare documentation for submission to clients for execution and subsequent submission to subcustodians and local markets for approval, including copying, faxing, scanning, etc.
- Produce cover letters and shipping materials, as required, for sending documentation materials.
- Maintain all necessary documents for account openings in database.
- Word processing and/or data entry into spreadsheets as required
- Maintain Team’s Registration Kits on BBH website and on registration tracking database
2. . Product support and market expertise
- Research changes to registration requirements in assigned markets andensure Registration Kits and materials are accurate on Worldview
- Attain expertise on registration matters in assigned markets and be a resource for team members on registration matters in these markets.
- Compile scorecards relating to subcustodian performance in assigned markets
3. RegDeluxe client support
- Complete registration documents on behalf of assigned RegDeluxe clients based on foundation documents provided
- Initiate events in myreg for RegDeluxe activity
- Liaise directly with external clients to guide them through registration process and provide status updates on events.
4. Special projects
- Support special projects on team as required such as subcustodian conversions, myreg systems testing
Qualifications:
- BA/BS degree
- 2 years Custody experience
- Ability to prioritize heavy workload, work under pressure and consistently meet deadlines
- Ability to work quickly and accurately under pressure
- Strong attention to detail
- Strong written and oral communication skills and ability to work with external clients on complex issues
About our Company:
For nearly 200 years, Brown Brothers Harriman has provided expertise in Private Banking, Investment Management, and Investor Services. Located throughout 18 offices across the globe, we are committed to helping our clients navigate the increasingly complex global market by being their most valued, trusted and differentiated partner.
The loyalty we earn from our clients comes from two things: the quality of our people and the culture of our firm. That’s why we invest so much time and energy in attracting and developing the very best talent globally. We hire bright, entrepreneurial individuals, educate them on our client’s business, provide them the resources to succeed, and then give them the freedom to excel. This results in a diverse team of individuals who inspire each other to share their unique perspective while working together to discover the next great idea. Our deep respect for a healthy work-life balance drives our comprehensive total rewards package that helps our employees live their best life, grow personally and professionally, and get rewarded for the results they deliver.
What We Offer:
- Direct access to clients, information and experts across all business areas around the world
- Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
- A culture of inclusion that values each employee’s unique perspective
- High-quality benefits program emphasizing good health, financial security, and peace of mind
- Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
- Volunteer opportunities to give back to your community and help transform the lives of others
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