Private Client Support Associate

Brown Brothers Harriman; Philadelphia (Philadelphia County); On-site; USD 45,000 - 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 Directors with office administration, client deliverables, KYC/AML compliance, and related duties.

The successful candidate will work closely with the office manager and relationship teams to minimize risk, ensure timely client communications, and maintain records. BBH emphasizes collaboration, accuracy, and proactive office management.

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
• Demonstrates efficient PC skills and professional communication

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 and account documentation.
• 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.
• 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.

Skills

Problem solving

Communication skills

Time management

Organizational skills

Team player

Microsoft Excel

Microsoft Access

CRM software

Addvantage accounting

Education

BS/BA degree or equivalent

Tools

Microsoft Excel

Microsoft Access

CRM software

Addvantage accounting system

Job description

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

The successful candidate will work closely with the office manager and relationship teams to minimize risk, ensure timely client communications, and maintain records. BBH emphasizes collaboration, accuracy, and proactive office management.