Family Office Services Specialist, Client Services & Reporting

Family Office Services Specialist, Client Services & Reporting

At BBH, partnership is more than a form of ownershipit'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.

Brown Brothers Harriman is currently recruiting a Family Office Services Specialist, Client Services & Reporting to join our Capital Partners team. In this role, you will be responsible for providing consolidated reporting to high-net-worth clients and family offices. You will be responsible for providing consolidated and custom reports in a timely and accurate manner. You will work directly with Relationship Managers and 3rd party advisors. You will handle all client inquiries and resolve issues related to reporting. To be successful, you will need strong technical skills, interpersonal skills, and communication skills. Our ideal candidate is determined to tackle problems, can skillfully coordinate internal teams, and loves working directly with relationship teams.

Some of your key responsibilities include :

• Working directly with the front office on client reporting.
• Become a subject matter expert on Addepar to serve as the primary point of contact for escalation of all issues
• Understanding client relationships and ownership structures which contribute to the accuracy of consolidated reporting.
• Working closely with Front Office, end users (clients) to configure Addepar reporting and resolve issues.
• Running monthly and quarterly reporting for high-net-worth clients, Family offices and Endowments and Foundations
• Updating asset classification and security pricing in Addepar
• Working with an internal performance team to reconcile accounts in Addepar
• Report on internal and external private investments
• Working with internal groups to integrate systems and workflows
• Identifying trends and recommending process improvements to increase efficiency
• Collaborate with various parts of the organization to resolve client issues
• Work in complex data sets to identify and resolve data and calculation discrepancies.

Qualifications :

This is a fully remote role, however to be eligible candidates must reside within a commutable distance to the following locations : Utica NY, Tampa FL, Pittsburgh PA. Applicants outside of these greater areas will not be considered.

Salary Range :

Utica - $40k-$50k base salary + annual bonus target

Tampa / Pittsburgh - $40k-$55k base salary + annual bonus target

BBH's compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheckproviding you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.

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 developmentso 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 advicecreating 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, oftenpushing 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.