Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Lead the client onboarding process for Consolidated Reporting Services, working directly with Relationship Management, Family Office Services, Client Onboarding, and external investment advisors. Partner with Relationship Managers to develop accurate client ownership structures and manage communications with external investment advisors for authentication and access. Communicate onboarding status, escalate issues, and create client-facing and internal presentations. Requires strong technical, interpersonal, and communication skills, with knowledge of private and alternative assets. The ideal candidate is a determined problem-solver, skilled at coordinating internal teams, and enjoys working directly with relationship teams.

Responsibilities

Work directly with the front office teams on client onboarding
Liaison with internal teams, External custodians and external Fund Managers
Serve as a primary point of contact for client onboarding issue escalation
Understand client relationships and ownership structures within Addepar
Working with internal groups to integrate systems and workflows
Identifying trends and recommending process improvements to increase efficiency
Collaborate with various teams across the organization to resolve client issues
Create and maintain internal and client-facing presentations on an ad hoc basis
Maintain onboarding metrics on Monday.com
Provide weekly status updates on front office teams and Family Office group
Serve as a liaison between Addepar Alternative Data Management and our team
Overseeing and tracking multiple concurrent client onboardings

Requirements

BS/BA degree with 3+ years of relevant work experience in client onboarding, marketing and project management
Advanced proficiency in Excel and PowerPoint, including customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas
Strong written and verbal communication skills
Ability to identify, escalate, and resolve problems and issues
Avid learner willing to develop subject matter expertise in new software
Excellent attention to detail, time management, and organizational skills
Ability to meet tight deadlines and work effectively under pressure
Proactive, goal-oriented self-starter
Strong work ethic, with the ability to prioritize effectively and adapt within a fast-paced business environment
Working knowledge of performance and financial reporting
Working knowledge of private investments, including private equity, venture capital, and private real estate, with the ability to track and report on these assets
Consideration for candidates with alternative experiences or who do not meet every qualification

Skills

Monday.com knowledge recommended
Experience with Addepar (a plus)
Working knowledge of performance analysis concepts (a plus)

Location

New York City

Work Type

Hybrid
Minimum of three days per week in office

Experience Level

3+ years of relevant work experience

Education Level

BS/BA degree

Salary/Compensations

$70k-$90k base salary + annual bonus target

Benefits

Long-term savings
Healthcare
Income protection
Professional development opportunities
Time off
Programs that support overall well-being

About the Company

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.
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

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.