- 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.
- Access BBH internal resources as needed and build an internal network across the bank.
- Assist with ad hoc administrative support for the team as needed.
- Handle asset transfers including ACH/wires, bill payments, estimated tax payments, capital calls, check requests/deposits, and cash management 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.
- Assist RAs & RMs with account maintenance.
- Help with client account opening processes.
- Elevate any and 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 relevant documentation is uploaded/updated in a timely manner.
- Foster a positive atmosphere within the office and with colleagues, encourage teamwork and collaboration, 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.
- Represent professional behavior and etiquette at all times, 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 in order to develop both professionally and personally by utilizing the internal resources at BBH.
- Participate in project work as needed.
- BA or Equivalent
- 5+ years or relevant experience in a Client Advisor role
- Wealth Management/Private Banking experience preferred
- Intermediate Microsoft Office: Outlook, Word, Excel, and Powerpoint
- 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
- Ability to meet deadlines and work under pressure
-
Client Associate
4 days ago
New York Community Bank New York, United States Full timeJob Summary · The Client Associate provides personalized banking services to financial institution clients by performing the following duties.Pay Range: $ $ $44.87Job Responsibilities: · DUTIES: · Prepares and compiles new client applications and information to open new accounts ...
-
Client Associate
1 week ago
Rockefeller Financial New York, United StatesAbout Rockefeller Capital Management: · Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ult ...
-
Client Associate
1 week ago
Merit Personnel & Consulting New York, United StatesClient Associate K)- NYC or Chicago, IL · Title: · "Client Associate" · Location: New York, NY or Chicago, IL (On-Site) · Overview: · The Client Associate will work alongside senior Client Advisors covering institutional clients and prospects (e.g. corporate pensions, public p ...
-
Client Associate
3 days ago
Neuberger Berman Group LLC New York, United StatesSummary: · The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman Private Wealth. The candidate will enhance the client experience by assisting with the service, maintenance and growth of the team's high net ...
-
Client Associate
1 week ago
Merit Personnel & Consulting New York, United StatesClient Associate K)- NYC or Chicago, IL · Title: · Client Associate · Location: New York, NY or Chicago, IL (On-Site) · Overview: · The Client Associate will work alongside senior Client Advisors covering institutional clients and prospects (e.g. corporate pensions, public p ...
-
Client Associate
4 days ago
UBS New York, United StatesUnited States - New York Business development, Business management, administration and support, Client advisory / Relationship management, Financial Advisors, Management and Business Support, Operations Global Wealth Management Job Reference 293845BR City New York Job Type Full T ...
-
Client Associate
3 days ago
Neuberger Berman New York, United StatesResponsibilities: · * Serve as the client's main point of contact for inquiries regarding account information, online access, documentation and reporting · * Handle the daily review and maintenance of client accounts, including any administrative changes or cash/security movement ...
-
Associate, Client Finance
2 weeks ago
GroupM New York, United StatesDescription · Position at Wavemaker Overview: Associate will be the day-to-day contact, responsible for assisting Client Finance with the daily tasks required to meet the financial needs for a portfolio of clients in a fast-paced, high-volume environment. The Associate will in ...
-
Client Services Associate
4 days ago
KDS Strategic Search Group New York, United StatesAmazing Opportunity to join a top Wealth Mgmt. Group with top-tier financial services. We are looking for a Client Service Associate who will focus on interacting with Ultra-High-Net-Worth clients and the sales team. · In this position, you will work in one of the best-known glob ...
-
Senior Client Associate
3 weeks ago
Flagstar Bank New York, United States Full timePosition Title · Senior Client Associate - Officer Location · NY / 1400 Broadway Floor 24 Job Summary · The Senior Client Assoicate provides personalized banking services to financial institution customers.Pay Range: $ $ $55.13 Job Responsibilities: · DUTIES: · Analyzes c ...
-
Client Service Associate
4 days ago
Phaxis New York, United StatesOur client, a long standing broker dealer, is seeking a Client Service Associate to add to their growing team. · This role is onsite in Downtown Manhattan. · Key Responsibilities: · Identify and own the client onboarding process, ensuring a smooth and efficient transition for new ...
-
Associate, Client Support
1 week ago
S&P Global New York, United States Full timeAbout the Role · : Associate, Client Support (Real Estate Industry) The Real Estate Client Operations Associate understands the daily workflow of clients and helps utilize our products more effectively and efficiently. You will directly contribute to the department's goals of im ...
-
Senior Client Associate
2 weeks ago
Flagstar Bank New York, United States Full timePosition Title · Senior Client Associate - Officer Location · NY / 1400 Broadway Floor 25 Job Summary · Provides personalized banking services to financial institution customers.Pay Range: $ $ $55.13 Job Responsibilities: · Analyzes client issues and researches to respond ...
-
Client Care Associate
2 weeks ago
Fleur du Mal New York, United StatesFleur du Mal is a luxury lingerie, swim and ready-to-wear brand founded in 2012 by Jennifer Zuccarini. The collection is distributed online at , at Fleur du Mal boutiques and with top department stores and specialty retailers around the world. · The Client Care Associate will sup ...
-
Client Service Associate
3 weeks ago
Masis Staffing Solutions New Jersey, United StatesThe Client Service Specialist will join the wealth management and financial planning team. The primary focus of this role is to handle various administrative tasks related to client onboarding, ensuring smooth processes and efficient client service. The ideal candidate will be de ...
-
Client Services, Associate
2 days ago
Blue Owl New York, United StatesBlue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives. · With over $174 billion in assets under management as of March 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permane ...
-
Client Service Associate
5 days ago
Oppenheimer & Co. New York, United StatesWho We Are: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities ...
-
Client Service Associate
1 week ago
Morgan Stanley New York, United StatesPOSITION SUMMARY · Client Service Associates help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and utilizing the full capabi ...
-
Client Services, Associate
1 week ago
Blue Owl New York, United StatesBlue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives.With over $174 billion in assets under management as of March 31, 2024, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Estate. Anchored by a strong permanent c ...
-
Client Marketing Associate
4 days ago
MBK Search New York, United States07th May, 2024 · The Client Marketing Associate will be a critical member of the Client Marketing team within the broader Marketing organization and will work across our client's investment and fund marketing strategies. They will support day-to-day client marketing efforts, par ...
Senior Client Associate - New York, United States - Brown Brothers Harriman
Description
At BBH we value diverse backgrounds, so if your experience looks a little different from what we've outlined and you think you can bring value to the role, we will still welcome your applicationWhat You Can Expect At BBH:
If you join BBH you will find a collaborative environment that enables you to step outside your role to add value wherever you can.
BBH will provide you with opportunities to grow your expertise, take on new challenges, and reinvent yourself-without leaving the firm.
We encourage a culture of inclusion that values each employee's unique perspective. We provide a high-quality benefits program emphasizing good health, financial security, and peace of mind.Ultimately we want you to have rewarding work with the flexibility to enjoy personal and family experiences at every career stage.
Our BBH Cares program offers volunteer opportunities to give back to your community and help transform the lives of others.
Join us as a Senior Client Associate- Wealth ManagementBrown Brothers Harriman is currently recruiting a Senior Client Associate (CA) to join our Private Banking team. In this role you will service increasingly complex, multigenerational families with significant wealth and administrative requirements. The Sr CA will support the Relationship Manager (RM) and Relationship Associates (RA) within the PWM Team.
The Sr CA will be the primary point person for all aspects of client service, account problem resolution, daily interaction with clients, and all administrative tasks.
Some of your key responsibilities include:
Client Service
Qualifications:
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
$95,000-$120,000
BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing.
The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations.
Base salaries may vary based on factors such as skill, experience and qualification for the role.BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
