About this role
Institutional Client Service Lead at Bbh. Location: New York, New York, United States. Role: managing onboarding, maintaining records, coordinating KYC Requirements: Bachelor's degree in finance/business, 7+ years in institutional client services or operations, knowledge of KYC/AML and client documentation, proficiency in Microsoft Office and CRM, strong communication and process-improvement skills. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Office, CRM Commitment: Full Time Workplace: Onsite Languages: English