Senior Relationship Associate – Single Family Office

Senior Relationship Associate – Single Family Office

Requirements

• 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

Responsibilities

• Serve as the primary contact point for high-net-worth clients
• Manage day-to-day activities of the RM’s client base
• Ensure client needs are being met and that BBH services are properly delivered
• Work with Relationship Managers to obtain prospects
• Assist Relationship Manager or Office Head with presentations for client meetings
• Participate in prospect and client meetings
• Coordinate all core portfolio activities
• 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
• Create client meeting materials
• Manage all non-strategic decisions
• Interact with 3rd party service providers
• Troubleshoot client account issues
• Elevate all at-risk issues to RM or OM
• Ensure total compliance at the account level
• Initiate all account maintenance activities
• Oversee Administrative Assistant efforts
• Document start of relationship
• Ensure client account materials are up to date and accurate
• Act as the go-to person for RA/AA questions
• Foster a positive atmosphere within the office and with clients
• Consistently represent professional behavior and etiquette
• Manage self to develop professionally and personally
• Ensure adherence of clients and staff to agreed-upon terms of relationship
• Work to retain and grow revenues
• Take on additional special projects
• Keep abreast of internal/external market activity
• Maintain a high level of knowledge concerning investment management, banking, trust and estate planning, specialized lending services, and overall market trends

Preferred Qualifications

• Client service experience and aptitude strongly preferred