Senior Client Associate
5 hours 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 driving business growth.
Key Responsibilities:- Manage client relationships, including client onboarding, account maintenance, and client communication.
- Provide exceptional client service, including responding to client inquiries, resolving client issues, and escalating complex issues to senior management.
- Collaborate with Relationship Managers to develop and implement client strategies, including investment recommendations and portfolio management.
- Manage client portfolios, including rebalancing, repapering, and reviewing asset allocation.
- Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrating 100% adherence to compliance requirements.
- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact client relationships and business growth.
- Bachelor's degree or equivalent.
- 5+ years of experience in a Client Advisor role, preferably in Wealth Management or Private Banking.
- Advanced Microsoft Office skills, including Word, Excel, and PowerPoint.
- Ability to identify, escalate, and resolve problems/issues.
- Excellent communication and interpersonal skills.
- Ability to prioritize tasks and manage multiple projects.
- A collaborative and dynamic work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
- The chance to work with a leading financial institution and make a meaningful impact on our clients' lives.
Brown Brothers Harriman is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity, equity, and inclusion.
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