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Private Client Assistant: Finance & Relationship
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-02-28
Listing for:
Brown Brothers Harriman
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Accounting & Finance, Finance Assistant -
Administrative/Clerical
Finance Assistant
Job Description & How to Apply Below
A financial services firm is seeking a Private Client Assistant in Charlotte, NC. The role involves supporting Relationship Managers by managing client documents, preparing KYC documentation, and ensuring efficient office operations. Candidates should possess strong problem-solving abilities, a Bachelor's degree, and effective communication skills. This position offers a collaborative work environment and opportunities for career advancement within a company known for its commitment to client partnership and excellence.
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