Institutional Client Service Lead

Brown Brothers Harriman•New York, NY

2d•$90,000 - $110,000

About The Position

At BBH, Partnership is our approach to business and relationships. We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year BBH legacy and a shared passion for what’s next, this is the right place to build a fulfilling career. The Institutional Client Services Lead plays a critical role in enabling the success and scalability of the ICG’s business by acting as the liaison to operational and client service backbone of institutional relationships. Investment Management is built on long-term client relationships and the ability to preserve and grow client capital across market cycles, supported by consistent, high-quality service delivery.

Requirements

Bachelor’s degree in finance, economics, business administration, or related field
7+ years of experience in institutional client services, onboarding, or operations within asset management or financial services
Experience managing institutional account onboarding/offboarding and client lifecycle processes
Knowledge of KYC/AML requirements and familiarity with client documentation (e.g., IMA, W-8/W-9, custody documents)
Experience working with custodians and coordinating across legal, compliance, operations, and front office teams
Strong attention to detail with a focus on data integrity and risk management
Ability to identify process improvements and enhance operational efficiency
Strong communication skills with the ability to clearly articulate issues and solutions
Proficiency in Microsoft Office applications; experience with CRM or workflow tools preferred.

Responsibilities

Manage the end-to-end account opening process for institutional clients, including due diligence and documentation requirement.
Ensure all onboarding documentation complies with regulatory and internal policy standards (KYC, AML, etc.).
Coordinate with legal, compliance, operations, and custodians to facilitate timely account setup.
Track onboarding progress and proactively address delays or issues.
Coordinate account closing with client, risk, billing, reporting and trading teams to ensure all business processes are completed.
Assist Front Office team in maintaining client relationship.
Maintain accurate client records and ensure updates are reflected across systems.
Process client transactions, account changes, and service requests with a high degree of accuracy.
Assist with audits, compliance reviews, and internal controls processes.
Identify opportunities to improve workflows and enhance operational efficiency.
Manages client documentation to ensure up-to-date information is maintained from a legal and regulatory perspective (IMA, W9, ADP, etc.)
Liaison between clients, internal teams, and custodians to facilitate account set up, transaction activity and resolve operational issues.
Monitor and escalate issues related to custody services, ensuring timely resolution and clear communication to stakeholders.
Works in conjunction with the CID Renewal Team to coordinate client outreach for annual due diligence reviews.
Coordinates and updates relevant control documents for KYC purposes with client.