Client Service Representative - Alternatives

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.

Working under direct supervision, the Client Service Representative – Alternatives (CSR) is an entry-level position responsible for enhancing BBH’s Alternative Client Service offering for internal stakeholders. The individual focuses on business implementation requests and automation initiatives, leveraging collaboration tools (JIRA) and automation platforms (Alteryx, agentic AI) to support Alts product offerings for assigned client relationships. The CSR will assist senior team members with automation implementation oversight, project support, new technology adoption, and analytical work to ensure high levels of client satisfaction and operational efficiency.

Automation & Process Improvement

• Support the development and implementation of automation solutions using tools such as Alteryx and Agentic AI to streamline operational workflows
• Identify manual, repetitive, and time-intensive processes and assist in designing automated solutions to improve efficiency and reduce operational risk
• Leverage automation to:
  • Reduce manual data entry and reconciliation efforts
  • Improve turnaround time for client service requests and reporting deliverables
  • Enhance data accuracy and consistency across systems
• Assist in building and maintaining automated workflows, including data pipelines, reporting processes, and task triggers
• Utilize Agentic AI and other AI-assisted tools to accelerate documentation, analysis, and communication tasks
• Monitor and validate automation outputs to ensure accuracy, completeness, and reliability of results
• Partner with senior team members to test, optimize, and continuously improve automation solutions
• Document automation logic, workflows, and process changes to ensure transparency, scalability, and knowledge sharing across the team
• Track efficiency gains and performance improvements associated with automation initiatives (e.g., time saved, process cycle reduction)
• Support the broader team’s adoption of automation tools by sharing knowledge, best practices, and assisting with onboarding efforts

Technical Skills

• Familiarity with or interest in automation tools (e.g., Alteryx, Agentic AI, Power Platform)
• Experience with collaboration and workflow tools such as JIRA or similar platforms
• Strong proficiency in Microsoft Excel; experience with data analysis tools is a plus

Core Competencies

• Strong analytical and problem-solving skills
• Attention to detail and ability to manage multiple tasks
• Effective communication and collaboration skills
• Eagerness to learn new technologies and processes
• Ability to work in a fast-paced, team-oriented environment

Preferred Qualifications

• Exposure to Alternatives products (e.g., hedge funds, private equity, real assets)
• Familiarity with project management framework and process improvement methodologies is a plus
• Interest in automation, AI, and digital transformation initiatives

   

Salary Range

Boston: $45,000 - $60,000 + annual performance bonus

BBH and its affiliates' 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.

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.