Private Client Assistant — Elevate Client Service & Office Ops

Brown Brothers Harriman & Co.; Philadelphia (Philadelphia County); Hybrid; USD 42,000 - 63,000; Full time

Job summary

Brown Brothers Harriman in Philadelphia is seeking a Private Client Assistant to support the Capital Partners team with administrative duties, client deliverables, and KYC/AML compliance, ensuring accuracy in documentation and timely service.

You will liaise with Relationship Managers and Associates on account openings, transfers, and maintenance, organize records, manage calendars, and uphold privacy and risk controls in a fast-paced, client-focused environment.

Qualifications

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

Responsibilities

• 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.
• Prepare and process KYC Customer Information Document renewals on an ad hoc basis as required by event driven changes.
• Prepare 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.

Skills

Problem-solving

Data gathering

Communication skills

Time management

Organization

Teamwork

Education

BS/BA degree or equivalent work experience

Tools

Microsoft Excel

Microsoft Access

CRM

Addvantage accounting system

Job description

Brown Brothers Harriman in Philadelphia is seeking a Private Client Assistant to support the Capital Partners team with administrative duties, client deliverables, and KYC/AML compliance, ensuring accuracy in documentation and timely service.

You will liaise with Relationship Managers and Associates on account openings, transfers, and maintenance, organize records, manage calendars, and uphold privacy and risk controls in a fast-paced, client-focused environment.