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Brown Brothers Harriman · 3 days ago

Family Office Client Services & Reporting Specialist

United States

Full-time

Remote

Entry Level

$40K/yr - $50K/yr

1+ years exp

Brown Brothers Harriman is a premier global financial services firm, currently recruiting a Family Office Client Services & Reporting Specialist to join their Capital Partners team. The role involves providing consolidated reporting to high-net-worth clients and family offices, handling client inquiries, and working closely with Relationship Managers and 3rd party advisors.

BankingFinancial ServicesSecurity

H1B Sponsor Likely

Responsibilities

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

Qualification

AddeparExcelPerformance reportingPrivate investmentsPowerPointCommunication skillsAttention to detailTime managementOrganizational skillsProblem-solving

Required

BS/BA degree with 1-2+ years of relevant work experience; alternatives asset experience is required

Advanced proficiency in Excel and PowerPoint, i.e. customizing charts and graphs, conducting multi-sheet analysis, linking data across workbooks, and using advanced formulas

Strong knowledge of performance and financial reporting

Strong knowledge of private investments (private equity, venture capital, private real estate) and being able to track and report on them

Ability to analyze monthly performance returns and market value changes to ensure accuracy

Ability to identify, escalate, and resolve problems/issues

Avid learner willing to develop subject matter expertise on new software

Strong written and verbal communication skills

Excellent attention to detail, time management, and organizational skills

Ability to meet tight deadlines and work under pressure

Proactive self-starter who is goal oriented

Working knowledge of performance analysis concepts

Strong work ethic and self-starter, able to effectively prioritize and adapt within a fast-paced business environment

Preferred

Experience with First Rate and Sungard AddVantage a plus

Experience with Addepar a plus

Benefits

Discretionary bonuses

Profit-sharing

Healthcare

Income protection

Professional development opportunities

Time off

Company

Brown Brothers Harriman

Glassdoor3.7

Brown Brothers Harriman is an American partnership bank that offers a range of international investment and banking services.

Founded in 1995

New York, New York, USA

5001-10000 employees

http://www.bbh.com

H1B Sponsorship

Brown Brothers Harriman has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (22)

2024 (16)

2023 (18)

2022 (23)

2021 (15)

2020 (10)