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Onboarding Specialist Jobs

Company

Brown Brothers Harriman
Address , New York, Ny
Employment type FULL_TIME
Salary
Expires 2023-06-09
Posted at 1 year ago
Job Description
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:
  • Review trust and operating agreements, etc.
  • Small projects involving data integrity, clean up, and process improvements.
  • Monitor the R&A Break Report daily
  • Coordinate with BBH Trade Settlements, ACATS, Mutual Fund Services, Vault, and Alternative Investments Group to transfer out specific security types
  • Complete Client Information Document and all KYC requirements for new accounts
  • Work with Systems and CRM Team to automate processes, integrate systems and workflows and enhance forms on CRM.
  • Identify and load additional assets (physical certificates, restricted securities, DRS/DWAC, mutual funds) that may be added to an existing account at BBH.
  • Responsible for processing maintenance requests and populating additional documentation for existing clients.
  • Set up client for online access to web portal
  • Send change of address notices to clients
  • Initiate ACAT residuals and wires or checks via CRM
  • Review exception reports
  • Responsible for population, printing, mailing and scanning of contractual documents to ECMS
  • Review executed documents signed by the client for completeness
  • Partner with Front Office or work directly with clients to determine account structure, authorized signers, beneficiaries, etc.
  • Initiate asset transfers via ACATs, Non ACATs, Internal Transfers
  • Develop relationships with Private Banking Risk, KYC-AML, Tax Compliance, Private Banking Services, National Trust Company
  • Review client’s current statements to determine if assets can be held in BBH/omnibus account
  • Send welcome packages to clients
  • Participate in UAT and Sungard Release Testing
Qualifications:
  • Ability to work in a team environment.
  • 0 to 2 years of industry experience.
  • Demonstrates organizational skills and a strong attention to detail.
  • BS/BA degree or equivalent work experience.
  • Knowledge of Microsoft Excel, UAF, CRM and Addvantage accounting systems a plus.
  • Proactive self-starter who is goal oriented.
  • Ability to identify, escalate, and resolve problems/issues.
  • Ability to meet deadlines and work under pressure.
  • Ability to communicate professionally through effective verbal and written skills.
  • Ability to multi-task and prioritize tasks.
  • Demonstrates efficient time management skills and critical thinking.
  • Demonstrated PC skills
What We Offer:
  • A collaborative environment that enables you to step outside your role to add value wherever you can
  • Volunteer opportunities to give back to your community and help transform the lives of others
  • Rewarding work with the flexibility to enjoy personal and family experiences at every career stage
  • 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
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, age, genetic information, creed, marital status, sexual orientation, gender identity, disability status, protected veteran status, or any other protected status under federal, state or local law.
Full time
New York