Client Associate

2 weeks ago

New York, New York, United States Brown Brothers Harriman Full time

At BBH, Partnership is more than a form of ownership-it's our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what's next, this is the right place to build a fulfilling career.

Join us as a Client Associate (Latin America)

Brown Brothers Harriman is currently recruiting Client Associate to join our Private Banking team. In this role you will service increasingly complex, multigenerational families with significant wealth and administrative requirements. The Client Associate will support the Relationship Managers and Relationship Associates within the PWM Team or Office. They will have a deep knowledge of the client and fully understand and anticipate what needs to be done and when. This position is also responsible for assisting with client deliverables (such as Funds Transfers & coordinated tax/bill payments), communication and ensuring adequate support.

Some of your key responsibilities include:

Client Service

  • Coordinate with RM's to ensure that the day-to-day administrative activities of the client base's needs are met to the Family Office's standards.
  • Ensure no call or communication goes unaddressed.
  • Build trust & credibility with clients.
  • Compliance to privacy and confidentiality standards a must.
  • Be alert to client complaints when speaking with clients. Troubleshoot and follow through with administrative processes to resolve client issues.
  • Support the relationship management team in efforts to grow the business through client prospecting via associated research.
  • Access BBH internal resources as needed.
  • Assist with ad hoc administrative support for the team as needed.
Client Support and Transaction Processing
  • Handle asset transfers including ACH/wires, bill payments, estimated tax payments, capital calls and check requests/deposits daily.
  • Troubleshoot and follow through with administrative processes and across client issues.
  • Perform various other related duties as required to facilitate the productivity of the department.
  • Assisting RA's & RM's with account maintenance.
  • Helping with client gift letters, mailing & confirming receipt gift letters via certified mail.
Risk Management & Administration
  • Elevate all client at risk issues to RM and/or OH.
  • The Client Associate also works with the office manager and relationship teams to minimize risk and exposure to the firm.
  • Adhere to Risk guidelines and all procedural controls in the delivery of services to clients.
  • Abide by BBH's privacy and confidentiality standards.
  • Report all potential client complaints to PB Risk.
  • Help to monitor overdraft reporting.
  • Help in ensuring up to date client Investment Policy Statements or any delinquent KYC/AML/ECMS documentation are uploaded/updated in a timely manner.
  • Provide any documentation needed in the event of onsite audits.
Business & Professional Leadership / Processes and Productivity Improvement
  • Foster a positive atmosphere within the office and with colleagues, encourage teamwork and compatibility, support goals and objectives of the business.
  • Assist team members with day-to-day activities when needed/providing backup.
  • Communicate professionally and constructively to effectively resolve issues.
  • Always represent professional behavior and etiquette, serve as model for other employees.
  • Create an office culture of accountability with respect to quality and timeliness by actively participating in performance management process.
  • Gain efficiencies to improve individual productivity.
  • Manage self to develop both professionally and personally by utilizing the internal resources at BBH.
  • Participate in project work as needed.
Qualifications
  • BA or Equivalent
  • 4+ years or relevant experience in a Client Advisor role
  • Spanish language a must; Professional Proficiency or Native
  • Wealth Management/Private Banking experience preferred
  • Microsoft Office, Pivotal CRM, Outlook, SunGard Addvantage, Infuse (Worldview), ECMS
  • Ability to identify, escalate 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
  • Interpersonal skills/ability to work in a team environment
  • Demonstrates analytical and research skills
  • Ability to meet deadlines and work under pressure
Salary Range

$90,000-$100,000

BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development-so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often-pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.

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