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Full-Time

Senior Client Associate

Latin America

Confirmed live in the last 24 hours

Brown Brothers Harriman

Brown Brothers Harriman

5,001-10,000 employees

Provides private banking and wealth management services

Venture Capital
Financial Services

Compensation Overview

$120k - $150kAnnually

+ Discretionary Bonuses + Profit-Sharing

Senior

New York, NY, USA

Category
Private Equity
Finance & Banking
Requirements
  • BA or Equivalent
  • 8+ years or relevant experience in a Client Advisor role
  • Wealth Management/Private Banking experience preferred
  • Advanced Microsoft Office: Word, Excel, and PowerPoint. Experience using Bloomberg Terminal preferred but not required.
  • Ability to identify, escalate and resolve problems/issues.
  • Ability to communicate professionally through effective verbal and written 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
Responsibilities
  • Independently serve as the primary support for all client relationships with little or no oversight from more senior RMs.
  • Serve as the first point of contact for all client questions.
  • Oversee RA work on presentations for client and prospect meetings.
  • Manages Cas, RAs, PCAs and AAs to ensure all Supports business metrics for the relationship including existing fee schedules, profitability or relationships and relationship time management.
  • Proactive regarding client retention and the overall business development effort.
  • Spends majority of time managing current accounts and overseeing onboarding of client relationships.
  • Independently own accounts and in conjunction with more senior RMs (as applicable) and central account team, make all Investment Decisions.
  • Oversee Relationship Associate as they troubleshoot client account issues.
  • Create client meeting materials and independently present portfolio reviews at client meetings; may prepare but not present materials for larger/more complex clients.
  • Rebalance and repaper portfolios in preparation for account reviews, including reviewing asset allocation to ensure guidelines for investing have not changed and have been properly documented using DI in CRM.
  • Serve as primary interface on behalf of client with central management teams within BBH.
  • Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions.
  • As primary day to day contact point with clients, elevate high level risk issues to senior RM, CAO and/or TL.
  • Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e., overdraft reports, approved trades, delinquent documentation, IPSs).
  • Oversee all account maintenance activities, including, documentation, meeting materials and performance evaluations.
  • Begin to identify and participate in personal and professional networks with an eye towards cultivating referrals in the future.
  • Keep abreast of internal/external market activity and be well read and become conversant on overall market tends, including but not limited to, reading the Wall Street Journal daily.
  • Manage self (e.g., EDP completion) in order to develop professionally and personally by utilizing the internal resources at BBH.
  • Represent professional behavior and etiquette at all times and serves as a model for other employees.
  • Provides occasional guidance to RAs and Sr. RAs on a one-off basis.
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 and services are designed to assist both private clients and institutions in managing their financial needs. For private clients, they provide personalized wealth planning, investment management, and lending solutions. For corporate clients, they offer advisory services, capital solutions, and investment management tailored to the unique challenges faced by businesses. What sets Brown Brothers Harriman apart from its competitors is their focus on building long-term relationships with clients, emphasizing accountability and specialized expertise. Their goal is to ensure the success of their clients by providing tailored financial solutions and maintaining a collaborative approach to service.

Company Stage

N/A

Total Funding

$254.9M

Headquarters

Boston, Massachusetts

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • BBH's recent executive hires and leadership bolstering indicate a strong commitment to growth and strategic direction.
  • The launch of an automated liquidity management tool showcases BBH's dedication to leveraging technology for enhanced client services.
  • BBH's significant investments in various companies and sectors highlight its robust financial health and diversified investment strategy.

What critics are saying

  • BBH's selective client approach may limit its market reach and scalability compared to more inclusive competitors.
  • The firm's reliance on a private partnership model could pose challenges in raising capital quickly compared to publicly traded firms.

What makes Brown Brothers Harriman unique

  • Brown Brothers Harriman (BBH) maintains a unique position as a private partnership, allowing for a long-term, client-focused approach unlike publicly traded competitors.
  • BBH's selective client approach and specialized industry expertise enable tailored solutions that are difficult for larger, more generalized firms to replicate.
  • The firm's global reach combined with a hands-on, transparent relationship management style promotes innovation and agility, setting it apart from more bureaucratic institutions.

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