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Institutional Client Service Lead at Brown Brothers Harriman - ApplyBlast

Institutional Client Service Lead

Brown Brothers Harriman

4 months ago

3.6 on Glassdoor

New York, NY

Onsite

Full Time

Senior

0 applicants

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About this role

The Institutional Client Services Lead acts as a liaison between clients and internal teams to enable scalability in investment management. This role manages end-to-end account openings and closings, ensures regulatory compliance, and facilitates timely operational processes. The position requires coordinating across legal, compliance, and front office teams to uphold high-quality service delivery.

Responsibilities

Manage end-to-end institutional account onboarding processes
Ensure compliance with KYC and AML regulatory standards
Coordinate with custodians to facilitate account setup
Process client transactions and service requests accurately
Identify opportunities to improve operational workflows

Skills

Qualifications

Bachelor's degree in finance, economics, business administration, or related field

About Brown Brothers Harriman

bbh.com

Headquarters

New York, New York, United States

Company Size

5001-10000 employees

Founded

1818

View Profile

At 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.