Senior Client Associate

4 weeks ago


Chicago, Illinois, United States Brown Brothers Harriman Full time
Senior Client Associate

Brown Brothers Harriman is seeking a highly skilled Senior Client Associate to join our Private Banking Team. As a key member of our team, you will be responsible for providing exceptional client service, managing client relationships, and executing investment decisions.

Key Responsibilities:
  • Manage client relationships, including serving as the primary point of contact for client inquiries and issues.
  • Partner with Relationship Managers to oversee client meetings, presentations, and account maintenance activities.
  • Exercise sound investment judgment, adhering to compliance requirements and ensuring 100% adherence to Investment Policy Statements.
  • Oversee account maintenance activities, including documentation, meeting materials, and performance evaluations.
  • Identify and participate in personal and professional networks to cultivate referrals and stay up-to-date on market trends.
Requirements:
  • BA or equivalent degree.
  • 5+ years of experience in a Client Advisor role, with a focus on Wealth Management or Private Banking.
  • Advanced Microsoft Office skills, including Word, Excel, and PowerPoint.
  • Ability to communicate professionally, identify and escalate problems, and demonstrate organizational skills and attention to detail.

Brown Brothers Harriman is an equal opportunity employer and welcomes applications from diverse candidates. We offer a collaborative environment, opportunities for growth and development, and a comprehensive benefits program.



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