Investment/Financial Analyst

JOB DUTIES:Review and pro-actively respond to client and internal inquires daily, keeping client up to date on status, and escalating to Sr. Client Service Rep. as necessaryResearch, identify and escalate internal issues that may impact client servicingWork effectively with internal departments to support client requests, deliverables and issue resolutionAnalyze inquiry trends and determine if training is required to help either reduce or automate.Meet with your client contacts regularly to review pending items.Execute reviews of internal reporting and reconciliations for assigned client relationships and escalate issues which may impact client servicing to the Sr. CSRPrepare agendas, minutes and coordination of the meetings, and review with your manager.Meet with your manager and peers regularly to share insights and communicate to senior management when necessary.Technology Management & EffectivenessWorking with Supervisor, communicate product enhancements to clients and conduct training sessions when necessary.Stay abreast of and utilize relevant internal technology solutions to effectively manage client inquiriesCoordinate regular demos with your clients to teach them how to use the platform and reduce manual intervention.Relationship Building & NetworkingCollaborate with internal teams to share insights and improve the client experience.Understand your client's organizational chart to ensure you contact appropriate members to review items.Actively participate in BANC events, townhalls, simulcasts, read firm wide communication to stay abreast of firm activitiesRisk & ControlAdhere to all BBH policies and best practicesIdentify opportunities to reduce/eliminate sending correspondence with attachments and/or client sensitive information.Pay attention to detail and contacts sent in emails.KNOWLEDGE, SKILLS, COMPETENCIESBA or EquivalentAbility to communicate effectively with both verbal and written skillsAbility to learn and adapt to new technologies and systemsStrong analytical and problem-solving skillsLanguage skills commensurate with office location and client relationships supportedComprehensive working knowledge of Microsoft Office Products

Created: 2025-03-09