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Join BBH in Hong Kong as Transfer Agency Senior Representative – drive transaction processing, client service, and operational excellence.
Mid-level role in Corporate Finance with focus on investor transactions, risk control, multiton, and teamwork.
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.
Brown Brothers Harriman ("BBH") is an award-winning provider of global custody, fund accounting and administration, foreign exchange, and technology solutions for many of the world’s leading asset managers and financial institutions.
Our Transfer Agency Department is looking for the right caliber who will be responsible to perform Transaction Processing functions in a controlled and efficient manner to generate high client and investor satisfaction. The individual is expected to possess strong communication and interpersonal skills, demonstrate logical thinking and problem-solving ability, attention to detail, capable to deliver timely and accurate execution and willingness to collaborate and contribute as one team within a global organizational environment.
Responsibilities
- Input and validate transfer agency related investor transactions
- Monitor, assign and reconcile investor transactions in proprietary workflow management tool
- Handle and follow through transactions that require special handling
- Prepare and monitor the production of internal and external reports
- Assist Supervisor or Manager in reviewing and updating operational checklists and procedures to facilitate continuous enhancement of service standards and control measures for the Department
- Follow appropriate protocols to ensure timely escalation of issues or errors
- Adhere to risk control measures while ensuring all required operational standards are met
- Ensure firmwide and client specific policies and procedures are properly adhered to and evidenced
- Address all enquiries (internal and external) in a timely and accurate manner
- Collaborate with local and global teams to deliver operational and service excellence
- Proactive participation and contribution to local or global projects and initiatives
Minimum Requirements
- BA/MS degree and/or equivalent work experience
- 1-3 years of professional experience, preferably in a Transfer Agency or Financial Services settings
- Demonstrate willingness and ability to learn
- Attention to detail and proven ability to handle multifaceted challenges
- Ability to multi-tasks effectively under pressure
- Good knowledge of standard Office applications. (Word, Excel and PowerPoint)
- Knowledge and prior experience of Multifonds TA is an advantage
- Fluency in verbal and written English, Mandarin and Cantonese is highly preferred
- Willingness to provide work coverage on a rotational basis during Hong Kong bank holidays when needed
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.