15 Client Associate Jobs in Philadelphia, PA
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Brown Brothers Harriman is Hiring a Client Associate Near Philadelphia, PA
- With the RM, the CA serves 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
- 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
- Troubleshoot client account issues such as portfolio reporting/activity, client reference data, RM client data requests, and resolving non-receipt of mailing.
- As primary day-to-day contact point with clients, elevate 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)
- 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, progress notes and self-assessments) to develop professionally and personally by utilizing internal resources at BBH
- Ensure adherence of clients and staff to agreed-upon terms of relationship at BBH
- Work to retain and grow revenues
- Take on additional special projects across the firm (e.g. 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
- Bachelor’s degree
- Minimum 2 years of industry experience
- Demonstrated interest in the Wealth Management field
- Client service experience and aptitude strongly preferred
- Strong organizational, analytical, and written/oral communication skills
- Strong attention to detail
- Ability to work effectively in a team environment
- Proficient in MS Office, particularly Excel
Job Summary
Full Time
Investment Management
$60k-78k (estimate)
08/13/2024
08/31/2024
bbhfunds.com
WALL STREET, NY
1,000 - 3,000
1818
GLENN EDWARD BAKER CFA
$1B - $3B
Investment Management
Related Companies
The job skills required for Client Associate include Leadership, Teamwork, Attention to Detail, Presentation, Flexibility, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Associate positions, which can be used as a reference in future career path planning. As a Client Associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Associate. You can explore the career advancement for a Client Associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Associate job description and responsibilities
Assist clients for producing account opening documents and open client account.
02/23/2022: Kingsport, TN
Provide support to client with product and account needs.
02/17/2022: Killeen, TX
Client associates explain account services and their capabilities, guiding clients to the products or services best suited to their needs.
01/20/2022: Knoxville, TN
Collect and analyze competitor data and client usage to find new business opportunities and to develop relationships with prospective clients.
03/05/2022: Akron, OH
Client associates work to grow the client base, establishing new customer portfolios and to provide excellent service to clients.
02/08/2022: Santa Maria, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Associate jobs
Happy clients are less likely to take their money elsewhere.
03/19/2022: Orange, CA
Client associates should collect the necessary documentation to avoid any errors and ensure new accounts are set up properly.
01/19/2022: Everett, WA
A good client associate enhances the client's experience by servicing and providing operational and administrative support.
04/02/2022: Evansville, IN
Maintain clear and consistent communications; provide proper direction and counsel; and offer problem-solving solutions to clients.
03/28/2022: Pine Bluff, AR
Developed new client on-boarding process to ensure a consistent and optimal client experience.
01/23/2022: Kansas City, KS
Step 3: View the best colleges and universities for Client Associate.
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