Overview
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.
Job Description
The Senior Documentation and Registration Specialist is a member of the CAP Registration team in Service Delivery. Department which is responsible for managing the market investment approval and account opening processes for markets that require foreign investor registration and/or documentation requirements to open cash and securities accounts.
Responsibilities
Review and submit registration documents to sub-custodians and local markets for approval
Develop expertise in assigned client structures and provide guidance on market entry and documentation requirements
Ensure registration events are processed in timely manner and status updates are maintained in the MyReg system
Escalate issues to manager which could result in delays in registration or impact client satisfaction with service
Product support and market expertise
Research changes to registration requirements in assigned markets and ensure Registration Kits and materials are accurate on Worldview
Attain expertise on registration matters in assigned markets and be a resource for team members on registration matters in these markets
Compile scorecards relating to sub-custodian performance in assigned markets
RegDeluxe client support
Complete registration documents on behalf of assigned RegDeluxe clients based on foundation documents provided
Initiate events in MyReg for RegDeluxe activity
Liaise directly with external clients to guide them through registration process and provide status updates on events
Special projects
Support special projects on team as required such as sub-custodian conversions, MyReg systems testing
Liaise with BBH client servicing groups, sub-custodian providers and external clients as appropriate to ensure that all account opening / market entry requirements are completed in a timely and efficient manner
Education And Qualifications
BA/BS degree
2 years custody experience
Ability to prioritize heavy workload, work under pressure and consistently meet deadlines
Ability to work quickly and accurately under pressure
Strong attention to detail
Strong written and oral communication skills and ability to work directly with external clients on complex issues
Salary Range
Boston: $60,000 - $75,000 + annual performance bonus
Note: The original content included an extended compensation-related description. In this refined version, non-essential promotional language has been minimized. Equal employment opportunity language remains as required by law.
We value diverse experiences
We value diverse experiences and transferable 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 a roster of sophisticated clients who make BBH their first call when tackling their hardest challenges. We deliver 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 problem solvers who value diverse ideas and collaboration. BBHers are empowered to contribute their ideas and support one another as trusted partners. We are committed to helping our people thrive personally, physically, and financially.
Go to BBH.com to learn more about our rewards and benefits, philanthropy, sustainability, and how we support you to thrive.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
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Senior Documentation and Registration Specialist
Brown Brothers Harriman, Boston, MA, United States
Salary min: $60,000.00
Salary max: $75,000.00