Family Office Client Services & Reporting - Addepar Specialist
Brown Brothers Harriman(1 month ago)
About this role
A Family Office Client Services & Reporting - Addepar Specialist at Brown Brothers Harriman is responsible for providing consolidated reporting to high-net-worth clients and family offices. This role involves close collaboration with Relationship Managers and third-party advisors to ensure accurate reporting and timely issue resolution, leveraging expertise in Addepar and strong technical skills.
Required Skills
- Addepar
- Client Reporting
- Data Analysis
- Excel
- PowerPoint
Qualifications
- BS/BA degree
- 1-2+ years of relevant work 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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