Client Associate

1 month ago

New York, New York, United States Brown Brothers Harriman Full time
About the Role

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.
    • Ensure no call or communication goes unaddressed.
    • Build trust and credibility with clients.
    • Compliance to privacy and confidentiality standards is 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 Relationship Associates and Relationship Managers with account maintenance.
    • Helping with client gift letters, mailing, and confirming receipt of gift letters via certified mail.
  • Risk Management & Administration
    • Elevate all client at-risk issues to Relationship Managers and/or Operations.
    • 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 a 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.

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