Private Client Support & Relations Associate

Brown Brothers Harriman; Nashville (TN); On-site; USD 42,000 - 60,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking a Private Client Assistant to join our Capital Partners team in Nashville. You will support Relationship Managers and handle administrative duties, client deliverables, and compliance-related tasks to ensure smooth office operations.

You will assist with client documentation, KYC/AML processes, and day-to-day activities while helping mitigate risk and maintain high client service standards.

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, elevate 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.
• Prepare and process 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

PC skills

Problem resolution

Communication

Time management

Attention to detail

Multitasking

Teamwork

Deadline awareness

MS Office / CRM

Education

BS/BA degree or equivalent work experience

Tools

Excel

Access

CRM

Addvantage accounting system

Job description

Brown Brothers Harriman (BBH) is seeking a Private Client Assistant to join our Capital Partners team in Nashville. You will support Relationship Managers and handle administrative duties, client deliverables, and compliance-related tasks to ensure smooth office operations.

You will assist with client documentation, KYC/AML processes, and day-to-day activities while helping mitigate risk and maintain high client service standards.