Job details

Client Associate

Get a free resume review

At BBH, Partnership is more than a form of ownership—it’s 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. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Join us as a Client Associate

Brown Brothers Harriman is currently recruiting Client Associate to join our Capital Partners, multi-family (MFO) team in Chicago. In this role you will service increasingly complex, multigenerational families with significant wealth and administrative requirements. The Client Associate will support the Relationship Managers and Relationship Associates within the office. They will have a deep knowledge of the client and fully understand and anticipate what needs to be done and when. This position is also responsible for assisting with client deliverables (such as Funds Transfers & coordinated tax/bill payments), communication and ensuring adequate support.

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.
Support the relationship management team in efforts to grow the business through client prospecting via associated research.
Access BBH internal resources as needed.
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 and check requests/deposits 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.
Assisting RA’s & RM’s with account maintenance.
Helping with client gift letters, mailing & confirming receipt gift letters via certified mail.

Risk Management & Administration

Elevate 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 delinquent KYC/AML/ECMS documentation are uploaded/updated in a timely manner.
Provide any documentation needed in the event of onsite audits.

Business & Professional Leadership / Processes and Productivity Improvement

Foster a positive atmosphere within the office and with colleagues, encourage teamwork and compatibility, 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.
Always represent professional behavior and etiquette, 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 to develop both professionally and personally by utilizing the internal resources at BBH.
Participate in project work as needed.

Qualifications

BA or Equivalent
4+ years or relevant experience in a Client Advisor role
Spanish language a must; Professional Proficiency or Native
Wealth Management/Private Banking experience preferred
Microsoft Office, Pivotal CRM, Outlook, SunGard Addvantage, Infuse (Worldview), ECMS
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

Salary Range

$90,000-$100,000

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.

We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn’t followed a traditional path, includes alternative experiences, or doesn’t meet every qualification or skill listed in the job description, please do go ahead and apply.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work 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.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. 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. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another.

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation. As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. 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. Because we know, our success begins with yours.

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.

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.

Average salary estimate

$95000 / YEARLY (est.)

min

max

$90000K

$100000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Associate, BBH

At BBH, we believe that partnership is more than a business model; it's at the heart of who we are and how we succeed together. If you’re looking to grow your career and make a real impact, join us as a Client Associate in our Chicago office! In this dynamic role, you’ll be supporting an engaged team that provides exceptional service to multigenerational families with significant wealth. You’ll work closely with Relationship Managers, diving into the heart of our operations by delivering vital administrative support, managing client transactions, and ensuring client satisfaction. Your day will be filled with diverse tasks ranging from coordinating asset transfers and managing bill payments to troubleshooting client issues and providing top-notch service. Your ability to build trust and effectively communicate will be essential as you interact with clients and help them navigate their complex financial needs. With over 200 years of experience behind us, BBH is dedicated to fostering your personal and professional growth. We are committed to maintaining high standards of confidentiality and risk management while promoting a positive and collaborative office atmosphere. If you’re equipped with a passion for client service, a keen eye for detail, and enjoy problem-solving in a fast-paced environment, we’d love to have you on our team. This is not just a job; it’s an opportunity to be part of something bigger at BBH, where your contributions can truly make a difference.

Frequently Asked Questions (FAQs) for Client Associate Role at BBH

What are the responsibilities of a Client Associate at BBH?

As a Client Associate at Brown Brothers Harriman, you will be heavily involved in client service, transaction processing, and risk management. Your key responsibilities will include managing client communications, coordinating with Relationship Managers to meet administrative needs, handling asset transfers, and troubleshooting any client issues that arise. You'll be the go-to person making sure no client query goes unanswered, all while maintaining high standards of confidentiality and professionalism.