Client Manager I - MFO

Brown Brothers Harriman & Co•Philadelphia, PA

12d

About The Position

The Client Manager I provides foundational support to the Relationship Manager Team Leader and serves as a primary point of contact for clients, including those with complex needs. The role independently manages day-to-day client activities, resolves client needs in a timely manner, and maintains a high level of service to strengthen client relationships. Responsibilities include preparing client presentations, supporting client meetings and portfolio review discussions, and coordinating administrative and operational work to keep team workflows running smoothly. The role may also provide second-chair Relationship Manager support for larger, more complex relationships. It includes mentoring junior team members and helping execute strategic initiatives aligned with team goals. The position manages current accounts and client onboarding, coordinates investment execution and account reviews, oversees account maintenance and compliance, and contributes to business development and professional leadership. The Client Manager exercises professional investment judgment, works with senior Relationship Managers and central teams as appropriate, and escalates high-level risks to senior colleagues.

Requirements

BA or equivalent.
At least 5 years of relevant experience in a Client Advisor role.
Advanced proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
Ability to identify, escalate, and resolve problems or issues.
Effective professional verbal and written communication skills.
Demonstrated organizational skills and attention to detail.
Ability to prioritize tasks and manage multiple projects.
Strong interpersonal skills and ability to work in a team environment.
Demonstrated analytical and research skills.

Nice To Haves

Wealth Management or Private Banking experience preferred.
Experience using Bloomberg Terminal preferred.

Responsibilities

Independently support client relationships with little or no oversight from more senior Relationship Managers and serve as the first point of contact for client questions, including tax checks, wires, and charitable gifts.
Partner with Relationship Managers to oversee Relationship Associate work on presentations for client and prospect meetings.
Manage Client Associates, Portfolio Client Associates, and Administrative Assistants, and support relationship business metrics, including fee schedules, profitability, and relationship time management.
Support client retention and business development, spend most of the time managing current accounts, and oversee onboarding of client relationships.
Independently own accounts and make investment decisions in conjunction with more senior Relationship Managers, as applicable, and the central account team.
Oversee Relationship Associates as they troubleshoot client account issues involving portfolio reporting or activity, reference data, client data requests, and missing mailings.
Create client meeting materials and present portfolio reviews at client meetings; prepare but potentially not present materials for larger or more complex clients.
Rebalance and repaper portfolios in preparation for account reviews, review asset allocations and investment guidelines, and ensure documentation is recorded using DI in CRM.
Serve as the primary interface on behalf of clients with BBH central management teams.
Exercise sound investment judgment, adhere to compliance requirements, maintain required documentation and meeting records, and elevate high-level risk issues to the senior Relationship Manager, CAO, and/or Team Leader.
Ensure account-level compliance and oversee and respond to compliance reports, including overdraft reports, approved trades, delinquent documentation, and Investment Policy Statements.
Oversee account maintenance activities, including documentation, meeting materials, and performance evaluations.
Begin participating in personal and professional networks with a view to cultivating future referrals.
Keep current on internal and external market activity and trends, including reading the Wall Street Journal daily.
Manage professional and personal development using BBH resources, including completing EDP.
Demonstrate professional behavior and etiquette and serve as a model for other employees.
Provide occasional, one-off guidance to Relationship Associates and Senior Relationship Associates.