Full-Time

Senior Relationship Associate

Confirmed live in the last 24 hours

Brown Brothers Harriman

Brown Brothers Harriman

5,001-10,000 employees

Provides private banking and investment services

Venture Capital
Financial Services

Compensation Overview

$90k - $100kAnnually

+ Discretionary Bonuses + Profit-Sharing

Senior

New York, NY, USA

Category
Private Equity
Finance & Banking
Required Skills
Excel/Numbers/Sheets

You match the following Brown Brothers Harriman's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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
Responsibilities
  • Serve as the primary contact point for high-net-worth clients
  • Manage day-to-day activities of the RM’s client base
  • Coordinate day-to-day activities of dedicated client base
  • Work with Relationship Managers to obtain prospects
  • Assist Relationship Manager or Office Head with presentations for client meetings
  • Participate in prospect and client meetings
  • Coordinate all core portfolio activities
  • Serve as primary interface on behalf of clients with the central management teams
  • Identify accounts that should be re-balanced or re-papered
  • Create client meeting materials
  • Manage all non-strategic decisions
  • Interact with 3rd party service providers
  • Troubleshoot client account issues
  • Elevate all at-risk issues to RM or OM
  • Ensure total compliance at the account level
  • Initiate all account maintenance activities
  • Oversee Administrative Assistant efforts
  • Document start of relationship
  • Ensure client account materials are up to date and accurate
  • Act as the go-to person for RA/AA questions
  • Foster a positive atmosphere within the office and with clients
  • Consistently represent professional behavior and etiquette
  • Manage self to develop professionally and personally
  • Ensure adherence of clients and staff to agreed-upon terms of relationship
  • Work to retain and grow revenues
  • Take on additional special projects
  • Keep abreast of internal/external market activity
  • Maintain a high level of knowledge concerning investment management
Desired Qualifications
  • Client service experience and aptitude strongly preferred
Brown Brothers Harriman

Brown Brothers Harriman

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Brown Brothers Harriman offers a range of financial services including private banking, wealth management, investment advisory, and corporate lending. Their products work by providing tailored financial solutions to both individual and institutional clients, helping them manage their assets, plan for the future, and navigate complex financial markets. What sets Brown Brothers Harriman apart from competitors is their focus on building long-term relationships with clients, emphasizing individual accountability and specialized expertise in various industries. The company's goal is to achieve sustainable performance for their clients, ensuring that their success is closely linked to the success of those they serve.

Company Stage

N/A

Total Funding

$254.9M

Headquarters

Boston, Massachusetts

Founded

1818

Simplify Jobs

Simplify's Take

What believers are saying

  • Increased interest in ESG investing drives demand for BBH's financial products.
  • Expansion of corporate advisory team in Philadelphia opens new business opportunities.
  • Growing popularity of cryptocurrency investments attracts clients interested in digital assets.

What critics are saying

  • Increased competition in the ETF market may impact BBH's recent investments.
  • Competitive hiring market in Philadelphia could lead to higher operational costs.
  • Volatile cryptocurrency markets pose risks to BBH's investment in iShares Bitcoin Trust.

What makes Brown Brothers Harriman unique

  • BBH's strategic focus on ESG investing aligns with growing investor demand.
  • The expansion in Philadelphia enhances BBH's regional expertise and client relationships.
  • BBH's thematic and values-based investing approach attracts clients seeking alignment with values.

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Benefits

Private medical care

Life Insurance

Hybrid Work Options

Professional Development Budget

Wellness Program

Paid Vacation

Flexible Work Hours

Paid Holidays