Client Associate

Brown Brothers Harriman•Boston, MA

15d•$70,000 - $100,000•Hybrid

About The Position

Brown Brothers Harriman is currently recruiting a Client Associate to join our Multi-Family Office team. In this role you will service increasingly complex, multigenerational families with significant wealth and administrative requirements. This position is primarily responsible for assisting with client deliverables and performing operational and administrative tasks (such as Funds Transfers and coordinated tax/bill payments). The Client Associate will support the Office Head (“OH”), Relationship Managers (“RMs”), Client Managers (“CMs”) Relationship Associates (“RAs”) and Senior CAs within the Team or Office. They will have a deep knowledge of the client and fully understand and anticipate what needs to be done and when. Some of the key responsibilities include: 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 with account maintenance. Coordination of client gift letters, mailing & confirming receipt gift letters via certified mail. Client Service Coordinate with RM’s 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 & credibility with clients. Compliance to privacy and confidentiality standards 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. Risk Management & Administration Elevate all client at risk issues to RM and/or OH. 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 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.

Requirements

BA or Equivalent
2-3+ years or relevant experience in a client support, administrative or operations role
Microsoft Office
Ability to execute tasks in a fast-paced team environment
Ability to meet deadlines and work under pressure
Ability to identify, escalate and resolve problems/issues
Ability to communicate professionally through effective verbal and written skills
Demonstrates efficient time management skills
Demonstrates organizational skills and an attention to detail
Ability to prioritize tasks and manage multiple projects
Interpersonal skills/ability to work in a team environment
Demonstrates analytical and research skills

Nice To Haves

Wealth Management/Private Banking experience preferred

Responsibilities

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 with account maintenance.
Coordination of client gift letters, mailing & confirming receipt gift letters via certified mail.
Coordinate with RM’s 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 & credibility with clients.
Compliance to privacy and confidentiality standards 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.
Elevate all client at risk issues to RM and/or OH.
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.
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 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.