Institutional Client Services Lead The Institutional Client Services Lead plays a critical role in enabling the success and scalability of the ICG's business by acting as the liaison to operational and client service backbone of institutional relationships. Investment Management is built on long-term client relationships and the ability to preserve and grow client capital across market cycles, supported by consistent, high-quality service delivery.
ResponsibilitiesAccount Opening and Closing Specialist- Manage the end-to-end account opening process for institutional clients, including due diligence and documentation requirement.
- Ensure all onboarding documentation complies with regulatory and internal policy standards (KYC, AML, etc.).
- Coordinate with legal, compliance, operations, and custodians to facilitate timely account setup.
- Track onboarding progress and proactively address delays or issues.
- Coordinate account closing with client, risk, billing, reporting and trading teams to ensure all business processes are completed.
Administration & Operational Support- Assist Front Office team in maintaining client relationship.
- Maintain accurate client records and ensure updates are reflected across systems.
- Process client transactions, account changes, and service requests with a high degree of accuracy.
- Assist with audits, compliance reviews, and internal controls processes.
- Identify opportunities to improve workflows and enhance operational efficiency.
- Manages client documentation to ensure up-to-date information is maintained from a legal and regulatory perspective (IMA, W9, ADP, etc.)
Custodian Liaison- Liaison between clients, internal teams, and custodians to facilitate account set up, transaction activity and resolve operational issues.
- Monitor and escalate issues related to custody services, ensuring timely resolution and clear communication to stakeholders.
Know Your Customer (KYC) Protocols- Works in conjunction with the CID Renewal Team to coordinate client outreach for annual due diligence reviews.
- Coordinates and updates relevant control documents for KYC purposes with client.
Job qualifications- Bachelor's degree in finance, economics, business administration, or related field
- 7+ years of experience in institutional client services, onboarding, or operations within asset management or financial services
- Experience managing institutional account onboarding/offboarding and client lifecycle processes
- Knowledge of KYC/AML requirements and familiarity with client documentation (e.g., IMA, W-8/W-9, custody documents)
- Experience working with custodians and coordinating across legal, compliance, operations, and front office teams
- Strong attention to detail with a focus on data integrity and risk management
- Ability to identify process improvements and enhance operational efficiency
- Strong communication skills with the ability to clearly articulate issues and solutions
- Proficiency in Microsoft Office applications; experience with CRM or workflow tools preferred.
Salary RangeNY: $90,000 - $110,000 base salary + annual bonus
BBH and its affiliates' compensation program includes base salary, discretionary bonuses, and profit-sharing. The anticipated base salary range(s) shown above are only for the indicated location(s) and may differ in other locations due to cost of living and labor considerations. Base salaries may vary based on factors such as skill, experience and qualification for the role. BBH's total rewards package recognizes your contributions with more than just a paycheck-providing you with benefits that enhance your experience at BBH from long-term savings, healthcare, and income protection to professional development opportunities and time off, our programs support your overall well-being.
We value diverse experiences. We value diverse experiences and transferrable skillsets. If your career hasn't followed a traditional path, includes alternative experiences, or doesn't meet every qualification or skill listed in the job description, please do go ahead and apply.
