Capital Partners Onboarding & Asset Transfer Specialist
Brown Brothers Harriman(2 months ago)
About this role
The Capital Partners Onboarding / Asset Transfer Specialist at Brown Brothers Harriman is responsible for supporting Multi-Family Office and Institutional Clients through the onboarding of new accounts and asset transfers. This role involves collaboration with various internal teams to ensure accuracy in account management and the processing of asset transfers while driving improvements in workflow efficiency.
Required Skills
- Account Onboarding
- Asset Transfer
- Client Relationship Management
- Problem Solving
- Compliance
Qualifications
- BA or Equivalent
- 2-3+ Years Experience
About Brown Brothers Harriman
bbh.comAt Brown Brothers Harriman, we serve the most sophisticated individuals and institutions with expertise through our focused business lines: Investor Services, which offers custody, accounting, administration, capital market services, and operating model solutions; and Capital Partners, which offers wealth management, corporate advisory and banking, investment management, and private equity.
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