Private Client Support Specialist

Brown Brothers Harriman & Co.; Nashville (TN); On-site; USD 45,000 - 65,000; Full time

Job summary

Brown Brothers Harriman (BBH) is recruiting a Private Client Assistant to join our Capital Partners team. The role supports Relationship Managers, Associates and Managing Directors with all administrative duties and client deliverables.

The position assists with KYC/AML compliance, ECMS, IPS, and related processes to minimize risk and ensure high-quality client service. Strong organizational and communication skills are essential.

Qualifications

• BS/BA degree or equivalent work experience preferred.
• High level of problem-solving skills, research and data gathering ability.
• Demonstrated PC skills.
• Ability to communicate professionally through effective verbal and written skills.

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 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.

Skills

Problem solving

Communication

Time management

Attention to detail

Team collaboration

Education

BS/BA degree or equivalent

Tools

Microsoft Excel

Access

CRM

Addvantage

Job description

Brown Brothers Harriman (BBH) is recruiting a Private Client Assistant to join our Capital Partners team. The role supports Relationship Managers, Associates and Managing Directors with all administrative duties and client deliverables.

The position assists with KYC/AML compliance, ECMS, IPS, and related processes to minimize risk and ensure high-quality client service. Strong organizational and communication skills are essential.