Operations Specialist - Funds Transfer Capital Partners Services

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.

Join us as an Operations Specialist - Funds Transfer (FT) Capital Partners (CP) Services.

The Operations Specialist - FT CP role is responsible for the effective and timely authenticating and processing of client instructions within the FT CP Services group. The FT CP Services group is the central team of receipt for manually instructed payments. Media used to instruct manual payments include original letters, memos, faxes, e-mail and CRM/Pivotal. This group is responsible for authenticating each manually instructed payment in accordance with Firm policy and each client’s authentication profile. S/he assists the staff with day-to-day processing activities to maximize productivity and quality. S/he provides the team with constructive feedback and ensures standards of quality and controls are met. S/he serves as the first point of escalation in cases where instructions cannot be authenticated in accordance with policy, procedures and/or client profile. S/he collaborates with the Supervisor to continuously improve the process in terms of productivity, risk mitigation and improved client experience.

RESPONSIBILITIES:

Risk Management:

• Assist management in ensuring proper product delivery, proper escalation, and resolution of high exposure items, maintaining the proper balance of cost, control, and client service (3Cs), and maintaining proper standards and controls.
• Ensure client documentation is complete and current before authenticating instruction(s)
• Communicate professionally and constructively to effectively resolve issues to minimize risk and exposure. Energize and inspire team – generating excitement, a sense of pride, and a drive to excel.
• Consistently provide employees with constructive and timely feedback, both positive and negative.
• Assign responsibility effectively based on expertise and strengths of team members.

Process Improvement:

• Identify opportunities to improve the FT payment authentication process.
• Work with RM’s to eliminate fax and introduce automation where possible.
• Work with RM’s to have clients adopt standard formats for manual payments where they cannot be eliminated.

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Quality Assurance/Control:

• Ensure daily output standards, both quality and timeliness, are met.
• Ensure adherence to all established policies, procedures, and controls.
• Demonstrate responsiveness to inquiries by responding to in a timely manner with thoughtful solutions which prevent problems and provide quality service.
• Ensure clients are satisfied with authentication process.
• Demonstrate responsiveness to client needs and an initiative-taking approach toward problem avoidance.
• Optimize productivity, while balancing the need to meet client deadlines employees with FT CP Services group.

QUALIFICATIONS:

• Strong Customer Service skills
• Ability to work effectively in a fast-paced deadline driven environment.
• Strong Organizational skills being meticulous.
• Able to work in a team environment and independently.
• Ability to communicate verbally and in writing - Useful to have knowledge of USD and Foreign Currency Payment Processing, Keystone, Pivotal CRM and Addvantage.
• Hours are 11:00am – 7:00pm. Position requires holiday coverage.

NOTE - this is a fully remote role, but to be eligible candidates must reside in the Central NY/Utica area.

Salary Range

$40k-$50k base salary + annual bonus target

BBH’s compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck—providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.