Operations Specialist - Trade Management

About BBH

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. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career. BBH is a premier global financial services firm, known for premium service, specialist expertise, technology solutions, and a partnership approach to client management. Across Investor Services and Capital Partners, we work with sophisticated clients tackling their hardest challenges. We believe how we do our work is just as important as what we do, fostering a collaborative and innovative environment where everyone is empowered to contribute.

About the Role

The Operations Specialist – Trade Management is responsible for performing specialized operational securities processing activities in support of the firm’s business lines. This includes instruction receipt, authentication and routing, entry instruction and verification, processing and recording, and reporting and reconciliation. The Specialist must identify market-related issues on instructions (missing or conflicting requirements) and communicate these issues, along with expected resolution, directly to clients. The role also involves identifying trends to increase straight-through processing (STP) for both the division and clients, enhancing the overall client experience.

Responsibilities

• Transaction Processing:
  • Entry of all client trades sent to BBH, which may be STP, automated but needing repair, or fully manual (rekey).
  • Authenticate, confirm, and distribute all faxed trades received into the Bank.
  • Perform various edit checks on all electronic trades. Trades with missing, incomplete, inconsistent, or poorly formatted data are sent to repair for research and resolution.
  • Re-key faxed trade tickets into GTPS.
  • Process complex and client-specific instructions.
  • Verify (dual controls) information prior to release to other areas of the firm as well as release to market.
  • Escalate known or potential issues to management.
• Conflict Resolution:
  • Resolve transaction-related problems using established procedures or client documentation and available systems.
  • Analyze trends and provide feedback on instruction content and format as related to market requirements/standards.
• Communication:
  • Clearly and professionally communicate instruction-related issues to clients.
  • Communicate expected resolution (where applicable) based on market knowledge.
  • Provide superior client service.

Qualifications

• BS/BA degree or equivalent work experience.

Skills

• Strong written and verbal communication skills.
• An aptitude for analytical and problem resolution.
• Self-starter, proactive, and objective-oriented.
• Ability to execute tasks with little direction and plan time effectively to meet deadlines.
• Ability to multitask and deal with competing priorities.
• Ability to identify, analyze, resolve, and when needed, escalate problems.

Pay

MA: $45,000 - $60,000 base salary + annual target bonus. BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range may differ in other locations due to cost of living and labor considerations.

Benefits

BBH's total rewards package recognizes your contributions with more than just a paycheck—providing 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.