Senior Client Associate
4 weeks ago
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.
- 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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Senior Client Associate
4 weeks ago
Chicago, Illinois, United States Brown Brothers Harriman Full timeJob Summary:As a Senior Client Associate at Brown Brothers Harriman, you will play a critical role in delivering exceptional client service and support to high net worth individuals. You will be responsible for managing client relationships, providing investment advice, and ensuring seamless execution of client transactions. If you have a passion for...
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Senior Client Associate
4 weeks ago
Chicago, Illinois, United States Brown Brothers Harriman Full timeAbout the RoleBrown 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 driving business growth.Key ResponsibilitiesManage client relationships, including providing proactive...
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Senior Client Services Associate
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Client Service Associate
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Senior Client Services Associate
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Senior Care Manager
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