Private Client Services Associate

Brown Brothers Harriman; Philadelphia (Philadelphia County); On-site; USD 52,000 - 76,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking a Private Client Assistant to support a team of Relationship Managers and Managing Directors with all office administrative duties and client deliverables. The role includes ensuring compliance with KYC/AML, ECMS, IPS, and related processes, while collaborating with the office manager and relationship teams to minimize risk.

The successful candidate will assist with account documentation, organize records, and help grow the business through research and

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

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.
• 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.

Skills

Problem solving

Research

Data gathering

PC skills

Excel

Access

CRM

Addvantage

Communication

Time management

Organizational skills

Multitasking

Education

BS/BA degree or equivalent

Tools

Excel

Access

CRM

Addvantage

Job description

Brown Brothers Harriman (BBH) is seeking a Private Client Assistant to support a team of Relationship Managers and Managing Directors with all office administrative duties and client deliverables. The role includes ensuring compliance with KYC/AML, ECMS, IPS, and related processes, while collaborating with the office manager and relationship teams to minimize risk.

The successful candidate will assist with account documentation, organize records, and help grow the business through research and