Private Client Assistant - Private Banking
Full Time
Philadelphia, PA
Posted
Job 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 application!
What 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. You will have direct access to clients, information and experts across all business areas around the world. 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.
Private Client Assistant
At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being. If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.
Join us a Private Client Assistant
Brown Brothers Harriman is currently recruiting a Private Client Assistant to join our Private Wealth Management team. The Private Client Assistant supports a team of Relationship Managers, Relationship Associates and Managing Director(s) in servicing client relationships. The Private Client Assistant also works with the office manager and relationship teams on compliance related matters to minimize risk and exposure to the firm.
Key responsibilities include:
- Liaise directly with RAs/RMs on account opening documentation, funds transfer requests, account balances, etc.
- Ensure no call or communication goes unaddressed. Make sure all client facing work is delivered in a timely, high quality manner.
- Prepare client correspondence, including client actionable items.
- Handle asset transfers including funds transfers and check requests daily
- Ensure accuracy when filing client documents and handling client material.
- Compliance to privacy and confidentiality standards is a must.
- Responsible for preparing and processing KYC Customer Information Document renewals on an ad hoc basis as required by event driven changes. Responsible for preparing and processing account documentation including account opening/closing/maintenance and investment policy statements.
- Organize and maintain Records Management database and storage schedule.
- Perform various other related duties as required to facilitate the productivity of the department.
- Adhere to Risk guidelines and all procedural controls in the delivery of services to clients.
- Support the relationship management team in efforts to grow the business through client prospecting and associated research.
- Demonstrate interest in developing a familiarity with BBH Private Client investment products, capital allocation recommendations & strategies as well as BBH Private Banking Credit markets and strategies.
- Be alert to client complaints when speaking with clients. Troubleshoot and follow through with administrative processes to resolve client issues.
- Schedule resources including people, meetings, rooms, and equipment.
- Complete travel and expense reports and plan and organize meeting arrangements and calendars.
- Proactively manage the administrative processes tied to the day to day management of the office to find ways of improving efficiencies within the office.
- Order supplies either locally or through purchasing office as needed.
- Sort and distribute mail, faxes, make copies, file, gather and arrange materials and relevant information for supervisor or assigned project.
- Process Gift & Entertainment submissions for all applicable
- Answer phone calls, respond to inquiries, take accurate messages and direct callers to appropriate parties.
- Gain efficiencies to improve individual productivity.
- Participate in project work as needed
- Gain an understanding of the big picture – how specific function impacts the firm.
- Assist team members with day to day activities when needed/ providing backup.
- Communicate professionally and constructively to effectively resolve issues.
Qualifications:
- BS/BA degree or equivalent work experience
- 0-3+ years of industry experience preferred, 10+years of industry experience preferred if no BS/BA degree
- High level of problem-solving skills, research and data gathering ability
- 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
- Ability to work in a team environment
- Ability to meet deadlines and work under pressure
- Proactive self-starter who is goal oriented
- Knowledge of Microsoft Excel, Access, CRM and AddVantage accounting system a plus
What We Offer:
- A collaborative environment that enables you to step outside your role to add value wherever you can
- Direct access to clients, information and experts across all business areas around the world
- Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
- A culture of inclusion that values each employee’s unique perspective
- High-quality benefits program emphasizing good health, financial security, and peace of mind
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