Private Client Assistant, Capital Partners

Brown Brothers Harriman & Co.; Nashville (TN); On-site; USD 55,000 - 75,000; Full time

Job summary

Brown Brothers Harriman (BBH) is recruiting a Private Client Assistant to join the Capital Partners team in Nashville. The role involves liaising with relationship managers on account openings, transfers, and maintenance, handling KYC renewals, and ensuring accurate client documentation.

You will prepare client correspondence and support day-to-day office operations. BBH emphasizes client service, compliance, and proactive issue resolution.

Qualifications

• BS/BA degree or equivalent work experience required.
• 0-3+ years of industry experience preferred; 10+ years preferred if no BS/BA.
• Demonstrated PC skills and problem-solving ability.
• Ability to communicate professionally in written and verbal form.

Responsibilities

• Liaise directly with RAs/RMs on account opening documentation and transfers.
• Prepare and process KYC information renewals as needed by events.
• Handle account documentation including openings, closures, and maintenance.
• Prepare client correspondence and actionable items for clients.
• Organize Records Management database and storage schedule.
• Ensure timely, high-quality delivery of all client-facing work.

Skills

Client communication

Documentation

KYC processing

Time management

Team support

Education

BS/BA degree or equivalent

Tools

Microsoft Excel

CRM

Addvantage

Access

Job description

Brown Brothers Harriman (BBH) is recruiting a Private Client Assistant to join the Capital Partners team in Nashville. The role involves liaising with relationship managers on account openings, transfers, and maintenance, handling KYC renewals, and ensuring accurate client documentation.

You will prepare client correspondence and support day-to-day office operations. BBH emphasizes client service, compliance, and proactive issue resolution.