Capital Partners Onboarding & Asset Transfer Expert

Brown Brothers Harriman; New York (NY); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Hybrid work model

Competitive compensation package

Job summary

Brown Brothers Harriman (BBH) is seeking a Capital Partners Onboarding / Asset Transfer Specialist in New York City. The role focuses on onboarding complex accounts and processing asset transfers for multi-family office and institutional clients, collaborating with Front Office, AML, Risk, and Service Delivery teams.

The position emphasizes driving process improvements while maintaining high controls, with a hybrid NYC location and a base salary plus annual bonus target.

Qualifications

• Bachelor's degree required.
• 0-2 years of experience.
• Ability to identify, elevate, and resolve problems/issues.
• Ability to communicate professionally through verbal and written communication.

Responsibilities

• Handle opening of complex accounts and onboarding documentation.
• Coordinate asset transfers with Investor Services and Front Office teams.
• Review AML/KYC procedures and ensure proper documentation.

Skills

Asset Transfer

Onboarding

AML/KYC

Stakeholder Management

Education

Bachelor's degree

Tools

DocuSign

Portfolio Accounting software

Job description

Brown Brothers Harriman (BBH) is seeking a Capital Partners Onboarding / Asset Transfer Specialist in New York City. The role focuses on onboarding complex accounts and processing asset transfers for multi-family office and institutional clients, collaborating with Front Office, AML, Risk, and Service Delivery teams.

The position emphasizes driving process improvements while maintaining high controls, with a hybrid NYC location and a base salary plus annual bonus target.