Client Manager II - Latin America

Brown Brothers Harriman; New York (NY); On-site; USD 120,000 - 150,000; Full time

Job summary

An established industry player is seeking a Senior Client Associate to join their dynamic Private Banking Team. This role offers a unique opportunity to manage client relationships, oversee investment execution, and engage in business development efforts. With a focus on operational excellence, you will support relationship managers while ensuring compliance and risk management. The collaborative environment encourages professional growth and offers a comprehensive benefits program that emphasizes health and financial security. If you are passionate about client service and eager to make an impact, this position is perfect for you.

Benefits

Healthcare Benefits

Discretionary Bonuses

Profit-Sharing

Professional Development Opportunities

Flexible Work Environment

Volunteer Opportunities

Qualifications

• 8+ years of experience in a Client Advisor role with strong relationship management skills.
• Wealth Management/Private Banking experience preferred.

Responsibilities

• Serve as primary support for client relationships and manage onboarding of clients.
• Independently own accounts and make investment decisions.

Skills

Client Relationship Management

Investment Execution

Risk Management

Communication Skills

Organizational Skills

Analytical Skills

Problem-Solving

Team Collaboration

Education

Bachelor's Degree or Equivalent

Tools

Microsoft Office Suite

Bloomberg Terminal

Job description

At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your application!

What You Can Expect At BBH:

If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can. You will have direct access to clients, information and experts across all business areas around the world. BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm. We encourage a culture of inclusion that values each employee’s unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind. Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage. Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.

Join us as a Senior Client Associate

Brown Brothers Harriman is currently recruiting a Senior Client Associate II to join our Private Banking Team. The Sr. Client Associate (Sr CA) serves as the central cog for the Private Banking team, which entails managing up to RMs and overseeing RAs, and being a trusted source of information for internal and external stakeholders. The Sr. CA is focused on core relationship management and requires operational and investment excellence. The Sr. CA is expected to see “the big picture” as well as drill down into the details. The Sr. CA will participate in and host client meetings, as well as help RAs prepare client meeting materials. Although not required, the Sr. CA may choose to have an eye towards business development – whether it be organic, new business or providing a high level of service to the existing client base to identify previously unknown wallet share.

Some of your key responsibilities include:

Relationship Management:

1. Independently serve as the primary support for all client relationships with little or no oversight from more senior RMs.
2. Serve as the first point of contact for all client questions.
3. Oversee RA work on presentations for client and prospect meetings.
4. Manage Cas, RAs, PCAs and AAs to ensure all supports business metrics for the relationship including existing fee schedules, profitability of relationships and relationship time management.
5. Be proactive regarding client retention and the overall business development effort.
6. Spend the majority of time managing current accounts and overseeing onboarding of client relationships.

Investment Execution:

1. Independently own accounts and in conjunction with more senior RMs (as applicable) and central account team, make all investment decisions.
2. Oversee Relationship Associate as they troubleshoot client account issues.
3. Create client meeting materials and independently present portfolio reviews at client meetings; may prepare but not present materials for larger/more complex clients.
4. Rebalance and repaper portfolios in preparation for account reviews, including reviewing asset allocation to ensure guidelines for investing have not changed and have been properly documented using DI in CRM.
5. Serve as primary interface on behalf of client with central management teams within BBH.

Risk Management & Administration:

1. Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions.
2. As primary day-to-day contact point with clients, elevate high-level risk issues to senior RM, CAO and/or TL.
3. Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e., overdraft reports, approved trades, delinquent documentation, IPSs).
4. Oversee all account maintenance activities, including documentation, meeting materials and performance evaluations.

Business & Professional Leadership:

1. Begin to identify and participate in personal and professional networks with an eye towards cultivating referrals in the future.
2. Keep abreast of internal/external market activity and be well-read and become conversant on overall market trends, including but not limited to, reading the Wall Street Journal daily.
3. Manage self (e.g., EDP completion) in order to develop professionally and personally by utilizing the internal resources at BBH.
4. Represent professional behavior and etiquette at all times and serve as a model for other employees.
5. Provide occasional guidance to RAs and Sr. RAs on a one-off basis.

Qualifications:

1. BA or Equivalent
2. 8+ years of relevant experience in a Client Advisor role
3. Wealth Management/Private Banking experience preferred
4. Advanced Microsoft Office: Word, Excel, and PowerPoint. Experience using Bloomberg Terminal preferred but not required.
5. Ability to identify, escalate and resolve problems/issues.
6. Ability to communicate professionally through effective verbal and written skills.
7. Demonstrates organizational skills and an attention to detail.
8. Ability to prioritize tasks and manage multiple projects.
9. Interpersonal skills/ability to work in a team environment.
10. Demonstrates analytical and research skills.

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.

Salary Range

$120,000-$150,000

BBH’s 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.