Funds Transfer Specialist

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.

Join us as a Capital Partners - Funds Transfer Specialist

The Funds Transfer Specialist is responsible for the effective, timely authentication, and processing of client instructions within the Client Account Services group, as a part of Capital Partners. The Capital Partners Funds Transfer Team manages and oversees all funds transfer requests, including wires, checks, ACH, and book transfers, for Multi-Family Office, Banking, and Institutional clients. 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:

• Adhere to all established policies, procedures, 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.

Process Improvement:

• Become a subject matter expert in all things related to funds transfers.

• Identify opportunities for process enhancements, eliminate manual processing, and automate where possible. Assist with testing with newly developed improvements.

• Support workflow enhancements and testing to improve efficiency and productivity.

• Be proactive and take initiative in addressing potential issues.

• Serve as the first point of escalation for issues/questions related to funds transfers and client authentication.

Quality Assurance/Control:

• Conduct client callbacks to authenticate documentation and cash/security instructions in accordance with Firm policy and unique client authentication requirements.

• Prioritize and effectuate sensitive cash transactions, whether in USD or foreign currency.

• Perform sight and rekey verification on all funds transfer requests to ensure accuracy and validity of requests.

• Support timely delivery, escalation, and resolution of high-risk and exceptions items, maintaining the proper standards and controls.

• Optimize productivity, while demonstrating a responsiveness to client needs and an initiative-taking approach toward problem avoidance.

QUALIFICATIONS:

• BS/BA degree or equivalent work experience.

• Strong written and verbal communication skills. Proficient in Excel a plus.             

• Strong interpersonal, collaboration, and relationship management skills.                                                         

• Ability to manage multiple tasks in a fast-paced deadline driven environment.

• Excellent organizational skills and a strong attention to detail, including risk awareness and ability to identify red flags.

• Ability to work independently and as part of a team.

• 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, Pittsburg, or Tampa area.

Salary Range

$40,000 to $55,000 + annual target bonus

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. 

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.