The Client Servicing Team Leader directs client servicing team resources to achieve overall client satisfaction and serves as a point of escalation for complex issues. The individual manages day to day aspects of client relationships and performs core product functions as required to support high client satisfaction.  S/he will normally be responsible for managing client service supervisors. 

• Oversee the day to day activities of direct reports.
• Ensure all client legal, tax and documentation related issues are appropriately documented.
• Act as the primary point of escalation for Systems, Operations, and Risk/Control for any client related issues and proactively manage the resolution process with frequent updates and satisfaction measures.
• Review and discuss issues requiring escalation with Sr. Management.

• Interpret, review and revise guidelines and policies to enhance team effectiveness.
• Manage controls efficiently to alleviate any areas of potential risk.          
• Establish service standards for assigned client groups ensuring standards are shared with and understood by team members and all internal support groups (Operations, etc.).
• Provide filtering and escalation for client requests; Serve as an escalation point for client service issues and deliverables.
• Establish appropriate contacts within client organizations and internal departments.
• Work closely with Client Service Relationship Managers to stay abreast of client goals and identify opportunities to expand client relationships.
• Build overall credibility and foster trust with clients.     
• Promote a cohesive team atmosphere through exhibiting strong leadership, effective communication, professionalism, and development of individual career paths
• Participate in the interview and selection process for job applicants.
• Oversee and ensure training and cross training of employees on relevant job functions to develop breadth and depth of knowledge.
• Participate in inter departmental and cross Line of Business Project teams.
• Complete and oversee the completion of the BBH annual performance review process.
• Provide ongoing feedback and coaching to staff to improve individual and team performance. Manage performance issues and disciplinary process for employees falling below set expectations.
• Assist in managing team expenses.  

Requirements:

• BA/BS degree in a business related field, and/or equivalent work experience.
• 5+ years of Fund Accounting, Global Custody, and/or Transfer Agency experience.
• 2+ years of supervisory experience
• Client service skills.
• Aptitude for numbers, accuracy and organization.
• Technical and analytical ability.
• Ability to work accurately and quickly under pressure.
• Interpersonal skills.
• Written and verbal communication skills.
• Creative problem solving skills including the ability to identify, recommend and implement solutions.
• Ability to learn and adapt to new technologies and systems.