Client Manager II – Mfo

Client Manager II – Mfo

Requirements

• BA/BS required and/or equivalent job experience
• 7+ years relevant wealth management experience preferred
• Excellent client service skills
• Superior oral/written communication, analytical and thought leadership skills
• Knowledge of asset allocation, trust and fiduciary principles
• Strong team player
• Strong work ethic
• CFA, CFP, and/or MBA preferred

Responsibilities

• Act as the primary point of contact for clients, delivering prompt resolution of inquiries and requests while driving client satisfaction and long-term retention.
• Serve as second-chair Relationship Manager for larger, more complex relationships, providing essential support to the lead RM OR independently serve as the primary relationship manager for less complex client relationships with little or no oversight from senior RM or RM Team Leader.
• Help prepare client meeting materials, support client meetings with active participation, including independently present portfolio reviews; may prepare but not present materials for larger/more complex clients.
• Supports business metrics for the relationship including existing fee schedules, profitability or relationships and relationship time management.
• Oversee administrative and operational tasks to ensure a smooth workflow within the team.
• Serve as first call for portfolio related questions (e.g., Investments / Asset Allocation / Performance).
• Implement and oversee all core portfolio activities to meet individual client goals and objectives.
• Independently own accounts and in conjunction with more senior RMs (as applicable) and Central Account Team, make all investment decisions.
• Oversee junior team members for account opening/maintenance/closing requests and as they troubleshoot account issues such as portfolio reporting/activity, client reference data.
• Serve as primary interface on behalf of client with central management teams within BBH by coordinating internal resources and communication.
• Exercise sound, professional investment judgment on behalf of clients, while avoiding risks to the firm and demonstrate 100% adherence to the compliance requirements of the business, including Investment Policy Statements, Know Your Customer requirements, completing documentation and written records of meetings and discussions.
• As primary day to day contact point with clients, elevate high level risk issues to senior RM and/or TL.
• Ensure total compliance at the account level and oversee and respond to all compliance reports (i.e., overdraft reports, approved trades, delinquent documentation, IPSs).
• Oversee all account maintenance activities, including, documentation, meeting materials and performance evaluations.
• Keep abreast of internal/external market activity and be well read and become conversant on overall market tends, including but not limited to, reading the Wall Street Journal daily.
• Manage self (e.g., EDP completion) to develop professionally and personally by utilizing the internal resources at BBH.
• Always represent professional behavior and etiquette and serves as a model for other employees.
• Manage and/or mentor junior team members.
• Support the execution of strategic initiatives that align with team goals.

Preferred Qualifications

• 7+ years relevant wealth management experience preferred
• CFA, CFP, and/or MBA preferred