Private Client Support Specialist

Brown Brothers Harriman & Co.; Philadelphia (Philadelphia County); On-site; USD 55,000 - 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 assists with client deliverables, KYC/AML compliance, and office administration.

Responsibilities include preparing documentation for accounts, processing transfers, and maintaining client materials while upholding privacy and risk controls. You will help grow the business by enabling efficient client service and collaboration across

Qualifications

• BS/BA degree or equivalent work experience.
• 0-3+ years of industry experience preferred; 10+ years preferred if no BS/BA degree.
• Strong problem-solving, research and data gathering abilities.
• Proficient PC skills and ability to communicate professionally.

Responsibilities

• Liaise with RAs/RMs on account opening documentation and transfers.
• Prepare and process KYC documents and client communications.
• Maintain records, filings and compliance-related tasks.
• Organize calendars, travel, meetings and expense reports.
• Support a capital partners team and contribute to client service delivery.

Skills

Problem-solving

Research and data gathering

Professional communication

Time management

Detail orientation

Teamwork

Education

BS/BA degree or equivalent

Tools

Microsoft Excel

Microsoft Access

CRM

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 assists with client deliverables, KYC/AML compliance, and office administration.

Responsibilities include preparing documentation for accounts, processing transfers, and maintaining client materials while upholding privacy and risk controls. You will help grow the business by enabling efficient client service and collaboration across