Private Client Assistant

Brown Brothers Harriman & Co.; Philadelphia (Philadelphia County); On-site; USD 55,000 - 65,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking a Private Client Assistant to join our Capital Partners team in Philadelphia. The role supports Relationship Managers and assists with client deliverables, KYC/AML compliance, and office administration.

Responsibilities include preparing documentation for accounts, processing transfers, and maintaining client materials while upholding privacy and risk controls. You will help grow the business by enabling efficient client service and collaboration across

Qualifications

• BS/BA degree or equivalent work experience.
• 0-3+ years of industry experience preferred; 10+ years preferred if no BS/BA degree.
• Strong problem-solving, research and data gathering abilities.
• Proficient PC skills and ability to communicate professionally.

Responsibilities

• Liaise with RAs/RMs on account opening documentation and transfers.
• Prepare and process KYC documents and client communications.
• Maintain records, filings and compliance-related tasks.
• Organize calendars, travel, meetings and expense reports.
• Support a capital partners team and contribute to client service delivery.

Skills

Problem-solving

Research and data gathering

Professional communication

Time management

Detail orientation

Teamwork

Education

BS/BA degree or equivalent

Tools

Microsoft Excel

Microsoft Access

CRM

Addvantage accounting system

Job description

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. oin us a Private Client Assistant Brown Brothers Harriman is currently recruiting a Private Client Assistant to join our Capital Partners team. The Private Client Assistant supports a team of Relationship Managers, Relationship Associates and Managing Director(s) with all administrative duties of the office. This position is also responsible for assisting with client deliverables and ensuring adequate support for the office including compliance related KYC/AML, ECMS, IPS, etc. The Private Client Assistant also works with the office manager and relationship teams to minimize risk and exposure to the firm.

Key responsibilities include:

• Liaise directly with RAs/RMs on account opening documentation, funds transfer requests, account balances, etc.
• Ensure accuracy when filing client documents and handling client material.
• Responsible for preparing and processing KYC Customer Information Document renewals on an ad hoc basis as required by event driven changes.
• Responsible for preparing and processing account documentation including account opening/closing/maintenance and investment policy statements.
• Prepare client correspondence, including client actionable items.
• Handle asset transfers including funds transfers and check requests daily
• Organize and maintain Records Management database and storage schedule.
• Perform various other related duties as required to facilitate the productivity of the department.
• Adhere to Risk guidelines and all procedural controls in the delivery of services to clients.
• Support the relationship management team in efforts to grow the business through client prospecting and associated research.
• Demonstrate interest in developing a familiarity with BBH Private Client investment products, capital allocation recommendations & strategies as well as BBH Private Banking Credit markets and strategies.
• Ensure no call or communication goes unaddressed.
• Make sure all client facing work is delivered in a timely, high-quality manner.
• Compliance to privacy and confidentiality standards is a must.
• Be alert to client complaints when speaking with clients.
• Troubleshoot and follow through with administrative processes to resolve client issues.
• Schedule resources including people, meetings, rooms, and equipment.
• Complete travel and expense reports and plan and organize meeting arrangements and calendars.
• Proactively manage the administrative processes tied to the day-to-day management of the office to find ways of improving efficiencies within the office.
• Order supplies either locally or through purchasing office as needed.
• Sort and distribute mail, faxes, make copies, file, gather and arrange materials and relevant information for supervisor or assigned project.
• Process Gift & Entertainment submissions for all applicable
• Answer phone calls, respond to inquiries, take accurate messages and direct callers to appropriate parties.
• Gain efficiencies to improve individual productivity.
• Participate in project work as needed
• Gain an understanding of the big picture – how specific function impacts the firm.
• Assist team members with day-to-day activities when needed/ providing backup.
• Communicate professionally and constructively to effectively resolve issues.

Qualifications:

• BS/BA degree or equivalent work experience
• 0-3+ years of industry experience preferred;
• 10+years of industry experience preferred if no BS/BA degree
• High level of problem-solving skills, research and data gathering ability
• Demonstrated PC skills
• Ability to identify, escalation and resolve problems/issues
• Ability to communicate professionally through effective verbal and written skills
• Demonstrates efficient time management skills
• Demonstrates organizational skills and an attention to detail
• Ability to prioritize tasks and manage multiple projects
• Ability to work in a team environment
• Ability to meet deadlines and work under pressure
• Knowledge of Microsoft Excel, Access, CRM and Addvantage accounting system a plus

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.

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.

Brown Brothers Harriman (BBH) is a global financial services firm known for premium service and specialist expertise. BBH works with leading asset managers, financial institutions, private businesses and their owners, wealthy families, and sophisticated institutional investors. As a private partnership, we are uniquely built to put clients first and create success that lasts. We believe our success starts with yours. At BBH, partnership is more than just a form of ownership—it’s our approach to business and relationships. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice. 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. No matter where you sit in the organization, everyone is empowered to contribute their ideas and perspective. BBHers can pick up the phone and call any colleague, and they are happy to help – which is why expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. Delivering for our clients and each other energizes us. 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. 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. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.