Onboarding Specialist Job at Brown Brothers Harriman
At Brown Brothers Harriman, we believe no job is too big or small for any of us to handle if it helps our clients. We value passionate, committed people who enjoy collaborating with others to find new solutions to complex business challenges. We are looking for the type of person who speaks their mind, truly listens and steps outside their role to add value wherever they can. Someone who is driven to get things done and views obstacles as an exciting challenge that demands a creative solution. Above all, we seek someone who takes great pride in their work and is inspired and motivated by their role in protecting and enhancing our client’s financial well-being.
If you are looking for an entrepreneurial environment where you can learn and thrive, Brown Brothers Harriman is the right place for you.
Join us as an Onboarding Specialist
Brown Brothers Harriman is currently recruiting an Onboarding Specialist to join our Private Banking Team. This onboarding specialist position primarily supports the Account Opening/Maintenance/Closing and Client Asset Gathering functions. This role serves as the primary point person for opening new accounts, processing maintenance requests, transferring assets out of BBH for closing accounts via ACATs, DTC or book transfers, and receiving of assets for high net worth clients.
Some of your key responsibilities include:
- Responsible for population, printing, mailing and scanning of contractual documents to ECMS
- Partner with Front Office or work directly with clients to determine account structure, authorized signers, beneficiaries, etc.
- Develop relationships with Private Banking Risk, KYC-AML, Tax Compliance, Private Banking Services, National Trust Company
- Review trust and operating agreements, etc.
- Review executed documents signed by the client for completeness
- Review client’s current statements to determine if assets can be held in BBH/omnibus account
- Complete Client Information Document and all KYC requirements for new accounts
- Set up client for online access to web portal
- Send welcome packages to clients
- Responsible for processing maintenance requests and populating additional documentation for existing clients.
- Review exception reports
- Send change of address notices to clients
- Initiate asset transfers via ACATs, Non ACATs, Internal Transfers
- Initiate ACAT residuals and wires or checks via CRM
- Coordinate with BBH Trade Settlements, ACATS, Mutual Fund Services, Vault, and Alternative Investments Group to transfer out specific security types
- Identify and load additional assets (physical certificates, restricted securities, DRS/DWAC, mutual funds) that may be added to an existing account at BBH.
- Monitor the R&A Break Report daily
- Participate in UAT and Sungard Release Testing
- Small projects involving data integrity, clean up, and process improvements.
- Work with Systems and CRM Team to automate processes, integrate systems and workflows and enhance forms on CRM.
Qualifications:
- BS/BA degree or equivalent work experience.
- 0 to 2 years of industry experience.
- Demonstrated PC skills
- Ability to identify, escalate, and resolve problems/issues.
- Ability to communicate professionally through effective verbal and written skills.
- Demonstrates efficient time management skills and critical thinking.
- Demonstrates organizational skills and a strong attention to detail.
- Ability to multi-task and prioritize tasks.
- Ability to work in a team environment.
- Ability to meet deadlines and work under pressure.
- Proactive self-starter who is goal oriented.
- Knowledge of Microsoft Excel, UAF, CRM and Addvantage accounting systems a plus.
What We Offer:
- A collaborative environment that enables you to step outside your role to add value wherever you can
- Direct access to clients, information and experts across all business areas around the world
- Opportunities to grow your expertise, take on new challenges, and reinvent yourself—without leaving the firm
- A culture of inclusion that values each employee’s unique perspective
- High-quality benefits program emphasizing good health, financial security, and peace of mind
- Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
- Volunteer opportunities to give back to your community and help transform the lives of others
Full time New York
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