Client Manager I - MFO

Brown Brothers Harriman•Philadelphia, PA

13d

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 relationships. It prepares client presentations, supports client meetings, and assists with portfolio reviews, while coordinating administrative and operational tasks to support efficient team workflows. The position may also provide second-chair support to a lead Relationship Manager on larger, more complex relationships. It contributes leadership by mentoring junior team members and supporting strategic initiatives aligned with team goals. The Client Manager independently supports client relationships, serves as the first contact for client questions, manages account-related activities, and works with Relationship Managers and central teams. The role exercises investment judgment, supports portfolio decisions and reviews, oversees compliance and account maintenance, and identifies and escalates risks. It also develops professional networks, keeps abreast of market activity, and models professional conduct while providing occasional guidance to Relationship Associates and Senior Relationship Associates.

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 and 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.
Experience using Bloomberg Terminal.

Responsibilities

Independently support client relationships with little or no oversight from senior Relationship Managers.
Serve as the first point of contact for client questions, including questions about tax checks, wires, and charitable gifts.
Partner with Relationship Managers to oversee Relationship Associate work on client and prospect meeting presentations.
Manage Client Associates, Portfolio Client Associates, and Administrative Assistants, and support relationship business metrics, including fee schedules, profitability, and time management.
Support client retention and business development, manage current accounts, and oversee onboarding of client relationships.
Own accounts independently and make investment decisions in conjunction with more senior Relationship Managers, as applicable, and the central account team.
Oversee Relationship Associates troubleshooting account issues, including portfolio reporting and activity, client reference data and requests, and missing mailings.
Create client meeting materials and independently present portfolio reviews; prepare but not necessarily present materials for larger or more complex clients.
Rebalance and repaper portfolios for account reviews, confirm asset-allocation guidelines, and document them using DI in CRM.
Serve as the primary client interface with BBH central management teams.
Exercise sound investment judgment and comply with business requirements, including Investment Policy Statements, Know Your Customer requirements, and meeting documentation and records.
Escalate 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, approved-trade, delinquent-documentation, and IPS reports.
Oversee account maintenance, documentation, meeting materials, and performance evaluations.
Identify and participate in personal and professional networks to cultivate future referrals.
Keep informed about internal and external market activity and trends, including through regular reading of the Wall Street Journal.
Manage professional and personal development, including completion of EDP, using BBH resources.
Demonstrate professional behavior and etiquette and serve as a model for other employees.
Provide occasional guidance to Relationship Associates and Senior Relationship Associates.