Global Cash Services Client Cash Management Representative

Job Title: Global Cash Services Client Cash Management Representative Location: Boston, MA (Hybrid) - 3 days in office, 2 days remote. We may increase in office days on certain weeks depending on training phase. Contract Duration: Contract until 11/09/2026 - Temp to perm possible

JOB DESCRIPTION The Global Cash Services Client Cash Management Representative is an entry level position responsible for providing cash management support to clients. This involves multicurrency balance monitoring and reconciliation, cash projection and availabilities, inquiry response, and cash reporting. In addition, the Cash Representative is the primary day to day contact for clients and is responsible for timely research and resolution of all internal and external cash inquiries and cash breaks.

Client Servicing and Inquiry Response

• Reconcile client cash balances, calculate and update client cash projections, and monitor projected and actual overdrafts and long balances.
• Produce and deliver daily cash reporting to clients timely and accurately.
• Maintain a solid understanding of client's normal cash practices and deadlines.
• Research and resolve all client cash inquiries in accordance with Global Cash Services procedures and controls.
• Ensure timely and accurate responses to internal and external clients.
• Work closely with the client, Client Service teams, Treasury, Funds Transfer, and R&A to foster strong working relationships.
• Promptly escalate sensitive/risk issues to management.
• Assist coworkers when needed.
• Technology/ Productivity/ Innovation
• Continually cross train with other colleagues to assist with coverage during absences.
• Enhance quality and efficiency by identifying process improvements.
• Efficiently utilize BBH systems and tools/cash products to maximize productivity.

Global Custody

• Keep abreast of market changes and impact to cash processes/settlements.
• Understand and monitor cash restrictions and penalties in local markets to avoid potential risk to the client and/or the firm.
• Works closely with internal clients in Inserv, Operations and other business lines to ensure timely resolution of client inquiries and improvement of service levels.
• Serves as a key point of contact for external client with regard to cash management and client servicing.

BS.BA Degree, and/or equivalent work experience. 1-2 years global custody experience

• Follow through with the client
• Follow up on client inquires
• Responding to client and customer emails
• Maintain relationships with client contacts
• Support other client data stewards
• Receive a huge client base
• Answering client phone calls in a timely manner
• Orchestrate the transformation and integration of client data into highquality client information assets and ensure client satisfaction and engagement throughout the client data implementation lifecycle
• Ensure achievement of client goals
• Assist with questions or issues with clients
• Assist the client with technical difficulties
• Help manage client relationship systems and processes to ensure flawless customer service for clients
• Partnering and financial management, including communicating with the client and client teams
• Manage proactive client identification projects
• Manage internal and client expectations
• Attribute and how support client learning
• Trust in the client relations representative
• Prepare the client suite according to client preferences, and on the day of the client's arrival, the Concierge becomes the client's on-site key interface
• Manage the schedule of client scans
• Mentor and support other client data stewards