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.
Transfer Agency IOB Supervisor
As a Transfer Agency Investor Onboarding Supervisor, you will direct your resources to achieve overall client satisfaction and perform transfer agency functions in a controlled and efficient manner while maintaining high client satisfaction. This is an exciting opportunity for an experienced individual with AML expertise dealing with post onboarding activities.
Key Responsibilities:
- AML onboarding of new investors into Funds which BBH services as Transfer Agency
- Review and discuss with management any issues requiring escalation.
- Manage day to day deliverables and ensure correct follow through on all activities
- Provide guidelines to the policies and procedure to enhance effectiveness.
- Actively review procedures and keep update with all changes to ensure full adherence to the established policies and procedures.
- Participate with ad-hoc projects as required
Client Relationship
- Responsible for instituting and reporting on measures to determine the team's performance in meeting standards.
- Remain knowledgeable of changing industry initiatives and educate clients continually through presentations
- Establish solid contacts with all areas and all levels at clients' organizations as well as internal departments
- Face clients and address specific demands
Staff Supervision
- Cross train employees on all aspects of IOB functions to develop breadth and depth of knowledge
- Escalate in a timely manner to your manager when team issues arise
- Remain up to date with all updates/changes to the systems used by the team
- Responsible for completing team appraisals and providing continuous coaching and guidance
Qualifications:
Education level and/ or experience
- BA/BS in a business-related field, and/or equivalent work experience.
- Minimum of five years of experience in AML/KYC fields
- Fluent English speaker
- Knowledge of French or German an advantage
Knowledge and skills:
- Strong aptitude for analysis, accuracy, organization
- Ability to work quickly and accurately under pressure
- Ability to communicate effectively with others
- Ability to identify, recommend and implement solutions
- Ability to take initiative and apply a flexible approach to daily deliverables
- Well developed technology skills
Other requirements
- Knowledge or experience of Multifonds or E-Front is an advantage
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