What are the responsibilities and job description for the Relationship Associate position at Brown Brothers Harriman?
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 Relationship Associate
BBH Capital Partners is the trusted and preferred advisor for private businesses, their owners, and wealthy families. BBH Capital Partners’ mission is to protect and grow our clients' capital over meaningful periods of time, focusing on scalable investment strategies that lead to differentiated results.
Brown Brothers Harriman is currently recruiting for a Relationship Associate to join our Capital Partners, multi-family office (MFO) team in Philadelphia. As a Relationship Associate (RA), you will support Sr. Relationship Associates (Sr. RA) and Relationship Managers (RM) by serving as a point of contact for high-net-worth clients and institutional contacts on behalf of the Sr. RA or RM. You will manage the day-to-day activities of the RM’s client base and ensures that client needs are met, including managing all account maintenance activities, resolving all account related problems, preparing client presentation materials and on occasion participating in client meetings. To be successful, you will need excellent verbal and written communication skills, a dedication to superior client service, and a passion for wealth management.
Some of your key responsibilities include:
Relationship Management
- Coordinate day to day activities of dedicated client base and ensure client needs are being met and that BBH services are properly delivered.
- Serve as point of contact for all portfolio related questions (e.g., cash availability, money transfers, reporting concerns).
- Assist Sr. RA, RM 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
- Implement and execute all core portfolio activities including those related to investments in Equities, Fixed Income and Cash Management on behalf of the RM.
- Serve as interface on behalf of client with central management teams within BBH.
- Identify accounts that should be rebalanced or repapered in preparation for account reviews, including reviewing asset allocation and making sure guidelines for investing have not changed.
- Create client meeting materials.
- Assist with the management of all non-strategic decisions (checks, funds transfers, and gifting etc.).
- Interact with 3rd party service providers (e.g., outside custodian, NFC, Schwab, Merrill SPA).
- Interface with the Trust Company regarding distributions and terminations.
- Troubleshoot client account issues such as portfolio reporting/activity, client reference data, RM client data requests, assistance with understanding statement or non-receipt of mailing.
Risk Management & Administration
- As day-to-day contact point with clients, elevate all at risk issues to Sr. RA and/or RM.
- Document start of relationship (e.g., new account documents, fee schedule).
- Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e., overdraft reports, approved trades, delinquent documentation, Investment Policy Statements (IPS)).
- Initiate all account maintenance activities, including account reviews/approvals, documentation, meeting materials, address or name changes, and performance evaluations.
- Assist in efforts relating to the completion of client requests.
- Ensure client account materials are up to date and accurate (e.g. IPS).
Qualifications:
- Bachelor’s degree
- 0-3 years of relevant work experience
- Demonstrated academic interest and achievement as evidenced through strong academic credentials and/or extracurricular activities
- Client service experience and aptitude strongly preferred
- Strong organizational and analytical skills
- Strong attention to detail
- Ability to work effectively in a team environment
- Proficient in MS Office, particularly Excel
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
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.rewards and benefits
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