Brown Brothers Harriman (BBH)
Institutional Client Service Lead
New York
Sponsorship not specified$90k-$110kDetected 22 days ago
CRMCommunicationMentoringMicrosoft OfficeInternal Audit
About the role
- At BBH, Partnership is our approach to business and relationships.
- We know that supporting your professional and personal goals is the best way to help our clients and advance our business.
Responsibilities
- Manage the end-to-end account opening process for institutional clients, including due diligence and documentation requirement.
- Administration & Operational Support
- Maintain accurate client records and ensure updates are reflected across systems.
- Manages client documentation to ensure up-to-date information is maintained from a legal and regulatory perspective (IMA, W9, ADP, etc.)
- Coordinates and updates relevant control documents for KYC purposes with client.
- Knowledge of KYC/AML requirements and familiarity with client documentation (e.g., IMA, W-8/W-9, custody documents)
- Brown Brothers Harriman Credit Partners, LLC is an affiliate of Brown Brothers Harriman & Co. (together 'BBH').
- Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice-creating success that lasts.
- Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.
- Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers.
Requirements
- Investment Management is built on long-term client relationships and the ability to preserve and grow client capital across market cycles, supported by consistent, high-quality service delivery.
- Process client transactions, account changes, and service requests with a high degree of accuracy.
- Bachelor's degree in finance, economics, business administration, or related field
- 7+ years of experience in institutional client services, onboarding, or operations within asset management or financial services
Nice to have
- Proficiency in Microsoft Office applications
- experience with CRM or workflow tools preferred.
Skills
- BBH works with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges.
- Delivering for our clients and each other energizes us.
- BBHers can pick up the phone and call any colleague, and they are happy to help.
Compensation
- NY: $90,000 - $110,000 base salary + annual bonus
- BBH and its affiliates' 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.
Benefits
- Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.
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