Sr. Client Associate, Latin America Private Banking & Wealth Management

About the role

The Senior Client Associate (Sr CA) serves as the primary support person for multi-family office (MFO) LATAM client relationships. The Sr CA is focused on relationship servicing and assisting Relationship Managers (RMs).

Responsibilities

• Independently serve as the primary support for all client relationships with little or no oversight from more senior Relationship Manager.
• Serve as the first point of contact for client questions (e.g., Tax checks/ Wires/ Charitable Gifts / Client Portal logins).
• Work with RM to oversee all transactional activity with clients, internal operational work and communication across other operational teams.
• Proactively regarding client communication and retention.
• Spend majority of time managing operations and communication for current accounts and overseeing onboarding of client relationships.
• Independently own account activity in conjunction with senior RM; manage client communication and operations.
• Oversee/guide junior Client Associate as they troubleshoot client account issues such as asset transfers, portfolio reporting/activity, client data requests, and resolving non receipt of mailing for their clients’ accounts.
• Create communications regarding asset transfers and instructions for all operational activities (both for clients and other team members).
• Collect and maintain client meeting notes, log client communication and records for account reviews, and properly document any other client activity that should be entered in client database.
• Serve as primary interface on behalf of client with central management teams within BBH.
• Exercise sound, professional judgment on behalf of clients, while avoiding risks to the firm and demonstrating 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, and completing documentation and written records of meetings and discussions.
• Elevate high level risk issues to senior RM.
• 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.
• 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.
• Develop professionally and personally by utilizing the internal resources at BBH.
• Always demonstrate professional behavior and etiquette and serve as a model for other employees.

Qualifications

• Bachelor's degree (BA/BS) required.
• 5+ years or relevant experience in a client support role.
• Wealth Management/Private Banking experience required.
• Spanish language a must; Professional Proficiency or Native.
• Advanced Microsoft Office: Word, Excel, and PowerPoint.
• 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.
• Independent and proactive client service (skilled at time management).

Pay

$100k-$120k base salary + annual bonus

Schedule

This role is based in our New York City location and is a hybrid role, with 4 days per week in office.

Benefits

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. 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.

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.

Equal Opportunity Employer

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.