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Client Service Associate
2 months ago
Brown Brothers Harriman is seeking a highly skilled Client Associate to join our Private Banking team. As a Client Associate, you will play a critical role in providing exceptional client service and support to our high net worth clients.
Key Responsibilities- Client Service: Coordinate with Relationship Managers to ensure that the day-to-day administrative activities of the client base's needs are met to the Family Office's standards.
- Client Support and Transaction Processing: Handle asset transfers, including ACH/wires, bill payments, estimated tax payments, capital calls, and check requests/deposits daily.
- Risk Management & Administration: Elevate all client at-risk issues to RM and/or OH, and adhere to Risk guidelines and all procedural controls in the delivery of services to clients.
- 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.
- Education: Bachelor's degree or equivalent.
- Experience: 4+ years or relevant experience in a Client Advisor role, with Wealth Management/Private Banking experience preferred.
- Skills: Microsoft Office, Pivotal CRM, Outlook, Sungard Addvantage, Infuse (Worldview), ECMS, ability to identify, escalate, and resolve problems/issues, communicate professionally through effective verbal and written skills, demonstrate efficient time management skills, organizational skills, and attention to detail.
Brown Brothers Harriman is a leading private banking and investment management firm that provides personalized service and tailored solutions to high net worth individuals and families. We are committed to delivering exceptional client service and building long-term relationships with our clients.
