Private Client Support Specialist, Capital Partners

Brown Brothers Harriman & Co.; Pennsylvania; On-site; USD 42,000 - 64,000; Full time

Job summary

Brown Brothers Harriman (BBH) is seeking a Private Client Assistant to join the Capital Partners team in the United States. The role supports Relationship Managers, Relationship Associates and a Managing Director with office administration, client deliverables, and compliance tasks including KYC/AML, IPS, and ECMS.

You will help prepare account documentation, client correspondence, and travel/expense reporting while coordinating scheduling, filing, and issue resolution to minimize risk and

Qualifications

• BS/BA degree or equivalent work experience.
• High level of problem-solving skills and data gathering ability.
• Demonstrates PC skills and ability to use MS Office.
• Ability to communicate professionally and meet deadlines.
• Strong time management and organizational skills.

Responsibilities

• Liaise directly with RAs/RMs on account opening documentation and transfers.
• Prepare and process KYC Customer Information Document renewals.
• Prepare account documentation including opening/closing/maintenance.
• Prepare client correspondence and coordinate client material.
• Handle asset transfers, funds transfers, and check requests daily.
• Organize Records Management and archiving; maintain schedules.
• Assist with day-to-day office administration and calendar planning.
• Support relationship teams to grow business and manage client queries.

Skills

Problem-solving

PC skills

Time management

Organizational skills

MS Excel

CRM

Addvantage accounting system

Education

BS/BA degree or equivalent work experience

10+ years of industry experience preferred if no BS/BA degree

Tools

Microsoft Access

Job description

Brown Brothers Harriman (BBH) is seeking a Private Client Assistant to join the Capital Partners team in the United States. The role supports Relationship Managers, Relationship Associates and a Managing Director with office administration, client deliverables, and compliance tasks including KYC/AML, IPS, and ECMS.

You will help prepare account documentation, client correspondence, and travel/expense reporting while coordinating scheduling, filing, and issue resolution to minimize risk and