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 Senior Client Associate- Wealth Management Brown 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 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. Client Support and Transaction Processing 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. Risk Management & Administration 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. Business & Professional Leadership / Processes and Productivity Improvement 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. Qualifications: 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 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. Salary Range $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. Brown Brothers Harriman (BBH) is a privately-held financial institution and has been a thought leader and solutions provider for over 200 years. We serve the most sophisticated individuals and institutions with award-winning expertise in Investment Management, Private Banking, and Investor Services. Our 5,000 colleagues operate from 17 cities throughout North America, Europe and Asia. BBH is committed to diversity, innovation and globalization. Our culture is driven by our goal to provide the best solutions and services to our clients and each other. Our Partnership structure creates a flat organization that promotes collaboration across all business lines. We believe that diverse ideas and the ability to come together globally across groups and borders are a competitive advantage. In order for all our teams to excel, members must trust each other and feel comfortable providing honest input from all perspectives. This openness sparks innovation and agility, which adds to the entrepreneurial spirit and provides many more career opportunities for our staff. We are a group of high-performing, dedicated and caring professionals who believe that working together is the foundation for superior client service excellence. As a BBH professional, your career path is yours to define. We take pride in our ability to retain our best employees. We help them manage their careers by moving top performers to new areas of BBH where their talents will make the greatest contribution. As soon as you walk through the doors at BBH, we provide you with the tools to help you succeed and grow your career.