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.
Join us as a Relationship Associate
Brown Brothers Harriman is currently recruiting a Senior Relationship Associate to join our Private Wealth Management team. In this role you will support the Relationship Manager (RM) by serving as the primary contact point for high-net-worth clients. You will also manage day-to-day activities of the RM's client base and ensures that client needs are being met. The Sr. RA manages all account maintenance activities and resolves any account related problems as well as prepares client presentation materials and, on occasion, will participate in client meetings.
Some of your key responsibilities include:
Relationship Management
With the RM, SRA, and RA, serve as a part of the "trusted advisor" team to clients by combining asset allocation and investment advice with trust and estate planning issues and specialized lending services. Deepen client relationships and develop trust and confidence with clients through flawless execution, extensive phone contact, and participation in client meetings
Coordinate day-to-day activities of dedicated client base and ensure client needs are being met and that BBH services are properly delivered
Support RM business development efforts by helping to organize marketing events and by developing personal and professional networks
Assist Relationship Manager or Office Head with presentations for client meetings on specific client information such as holdings, capital activity and performance in client accounts
Participate in prospect and client meetings, including but not limited to discussions surrounding our service offerings
Investment Execution
Coordinate all core portfolio activities including those related to Core Select, Fixed Income and Cash Management on behalf of the RM
Serve as primary interface on behalf of clients with the central management teams within BBH
Identify accounts that should be re-balanced or re-papered in preparation for account reviews, including reviewing asset allocation and making sure guidelines for investing have not changed
Manage all non-strategic decisions (checks, funds transfers, gifting etc.)
Interact with 3rd party service providers
Troubleshoot client account issues such as portfolio reporting/activity, client reference data, RM client data requests, and resolving non-receipt of mailing.
Risk Management & Administration
As primary day-to-day contact point with clients, elevate all at-risk issues to RM, or OM
Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e., overdraft reports, approved trades, delinquent documentation, IPSs)
Initiate all account maintenance activities, including account reviews/approvals, documentation, meeting materials, address or name changes and performance evaluations
Document start of relationship (e.g., new account documents, fee schedule)
Ensure client account materials are up to date and accurate (e.g., IPS)
Business & Professional Leadership
Act as the go-to person for RA/AA questions, mentoring, and training
Ensure adherence of clients and staff to agreed-upon terms of relationship at BBH
Work to retain and grow revenues
Take on additional special projects across the firm (i.e. compliance projects across BBH)
Keep abreast of internal/external market activity and be well-read and conversant on economic and political news
Maintain a high level of knowledge concerning investment management, banking, trust and estate planning, specialized lending services, and overall market trends
Qualifications:
Bachelor's degree
Minimum 2 years of industry experience
Demonstrated interest in the Wealth Management field
Client service experience and aptitude strongly preferred
Strong organizational, analytical, and written/oral communication skills
Strong attention to detail
Ability to work effectively in a team environment
Proficient in MS Office, particularly Excel
Fluent in Spanish
What We Offer:
Direct access to clients, information and experts across all business areas
Opportunities to grow your expertise, take on new challenges, and reinvent yourself-within the Firm
A culture of inclusion that values each employee's unique perspective
High-quality benefits program emphasizinggood health, financial security, and peace of mind
Rewardingwork with the flexibility to enjoy personal and family experiences at every career stage
Volunteer opportunities to give back to your community and help transform the lives of others
Salary Range
$90,000-$100,000
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.