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About the Role

The Funds Transfer Analyst is responsible for the effective, timely authentication, and processing of client instructions within the Client Account Services group, as a part of Capital Partners. This role manages and oversees all funds transfer requests for Multi-Family Office, Banking, and Institutional clients, serving as the first point of escalation for authentication issues and collaborating on process improvements.

Responsibilities

Analyze instructions that fall outside standard parameters while adhering to established policies and controls.
Assess client documentation for completeness and validity, determining authentication before processing.
Evaluate ambiguous or higher-risk situations and decide the appropriate course of action, escalating when necessary.
Serve as subject matter expert on funds transfers.
Identify process enhancements, lead automation efforts, and oversee testing of improvements.
Recommend and prioritize workflow enhancements to improve efficiency and productivity.
Proactively identify potential issues and determine corrective actions before they escalate.
Serve as first point of escalation for funds transfer and authentication issues, resolving or routing as needed.
Conduct client callbacks to authenticate documentation and instructions per Firm policy.
Evaluate priorities and determine the optimal sequence for executing sensitive USD or foreign currency transactions.
Perform sight and rekey verification, identifying discrepancies and determining resolutions.
Independently resolve high-risk and exception items, ensuring timely delivery and adherence to controls.
Optimize productivity while remaining responsive to client needs and proactive on problem avoidance.

Requirements

BS/BA degree or equivalent work experience.
2-3+ years of relevant experience in funds transfer, banking operations, or a related field.
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 exercise independent judgment and work autonomously, as well as collaboratively as part of a team.
Knowledge of USD and Foreign Currency Payment Processing, Keystone, Pivotal CRM, and Addvantage.

Skills

Funds Transfer
Banking Operations
Excel
Interpersonal Skills
Collaboration
Relationship Management
Task Management
Organizational Skills
Attention to Detail
Risk Awareness
Independent Judgment
Teamwork
USD Payment Processing
Foreign Currency Payment Processing
Keystone
Pivotal CRM
Addvantage

Location

New York
Boston

Work Type

Hybrid

Experience Level

2-3+ years

Education Level

BS/BA degree or equivalent work experience

Salary/Compensations

NYC: $70k-$90k base salary + annual bonus target
BOS: $65k-$90k base salary + annual bonus target

Benefits

Discretionary bonuses
Profit-sharing
Long-term savings
Healthcare
Income protection
Professional development opportunities
Time off

About the Company

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.
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.

Equal Opportunity

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.