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.
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 as a Senior Relationship Associate
Brown Brothers Harriman is currently recruiting a Senior Relationship Associate to join our Private Wealth Management team. In this role the Senior Relationship Associate (SRA) supports the Relationship Manager (RM) by serving as the primary contact point for high-net-worth clients. This position manages the 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. He/she also prepares client presentation materials and (on occasion) will participate in client meetings.
Some of your key responsibilities include:
Relationship Management
- Work 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
- Work with Relationship Managers to obtain prospects 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
- Create client meeting materials
- Manage all non-strategic decisions (checks, funds transfers, gifting etc.)
- Interact with 3rd party service providers (e.g., outside custodian, NFC, Schwab, Merrill SPA)
- 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 any and 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
- Oversee Administrative Assistant (AA) efforts relating to the completion of client requests on behalf of the client base
- 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
- Foster a positive atmosphere within the office and with clients, and encourage teamwork and compatibility while supporting goals and objectives of the business
- Consistently represent professional behavior and etiquette, and serve as a model for other employees
- Manage self (e.g. time tracking, BSC progress notes and self-assessments) to develop professionally and personally by utilizing the internal resources at BBH
- Ensure adherence of clients and staff to agreed-upon terms of relationship at BBH
- Visibly support and participate in implementing DWMs changes to support the success of the business
- 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:
- BA or Equivalent
- 2-4+ years of relevant professional experience
- Knowledge of Microsoft Word, Excel, + PowerPoint
- Understanding of security markets and security operations
- Understanding of asset management accounting
- Working knowledge of external laws and regulations, as well as internal policy and compliance guidelines
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
- Rewarding work 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
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