Capital Partners - Family Office Services Specialist

At BBH, Partnership is more than a form of ownership—it’s our approach to business and relationships.  We know that supporting your professional and personal goals is the best way to help our clients and advance our business. We take that responsibility seriously. With a 200-year legacy and a shared passion for what’s next, this is the right place to build a fulfilling career.

Family Office Services Specialist – Capital Partners

Brown Brothers Harriman is currently recruiting a Family Office Services Specialist to support Capital Partners.

In this role, you will be supporting four key areas: consolidated reporting, capital call services, bill pay, and wealth projections. You will be supported by experienced colleagues and provided with opportunities to build technical expertise while gradually taking on increased responsibility.

Depending on your assignment, you will assist with data backfills and reconciliations, asset classification, payment processing and tracking, system issue resolution, and various ad‑hoc projects. This role is ideal for someone who is curious, proactive, and comfortable taking ownership of tasks while learning on the job.

To be successful, you should be detail‑oriented, data‑driven, and willing to ask questions and seek feedback. Our ideal candidate is enthusiastic about developing new skills, works well with internal teams, and understands when and how to escalate issues.

Key Responsibilities:

Consolidated Reporting

• Support monthly private asset reconciliation

• Assist with document backfills for clients’ external private investments

• Perform asset classification

• Support historical data conversions for external accounts based on statements and transactional data

Capital Call Services

• Track upcoming capital call payments

• Assist with processing capital calls using internal systems

• Support external private fund wire instruction fraud prevention processes

Bill Pay

• Process bills in Bill.com

• Perform daily payment reconciliation between Bill.com and internal accounting systems

• Support vendor information reconciliation between systems

eMoney

• Assist with client creation issue resolution

• Perform asset classification

• Capital Market Assumption Data reconciliation

Desired Qualifications:

• BA or equivalent

• 1–3 years of relevant experience (including internships or entry‑level roles)

• Eagerness to learn and develop new skills in a fast‑paced environment

• Self‑motivated and able to work independently with guidance and support

• Strong attention to detail and organizational skills

• Ability to identify issues and escalate appropriately

• Professional verbal and written communication skills

• Strong teamwork and collaboration skills

• Ability to manage multiple tasks and meet deadlines

• Demonstrated risk awareness and ability to recognize potential red flags

• Proficiency in Excel is required

Working hours: between 9-00 and 17-30 (with lunch break)

What We Offer:

• 1 Culture Celebration Day and 1 Community Service Day in addition to standard paid vacation

• Private medical care

• Life insurance

• Employee Assistance Program offering confidential counseling and support for you and your family

• Professional training and qualification support

• Comprehensive Wellbeing Program

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.

About BBH:

Brown Brothers Harriman (BBH) is a premier global financial services firm, known for premium service, specialist expertise, technology solutions and partnership approach to client management. Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated clients who make BBH their first call when they are tackling their hardest challenges. Delivering for our clients and each other energizes us.

We believe that how we do our work is just as important as what we do. We are relentless problem solvers who know our best ideas come from collective debate and development—so we are never possessive about our ideas. Every day we come together as a diverse community of smart and caring people to deliver exceptional service and expert advice—creating success that lasts. No matter where you sit in the organization, everyone is empowered to contribute their ideas. BBHers can pick up the phone and call any colleague, and they are happy to help. Expanding your impact beyond your daily role is part of how we operate as trusted partners to one another. 

We believe stability is a competitive advantage, but being stable means having the knowledge, skill, and discipline to evolve, often—pushing the boundaries of innovation.  As a private partnership, every investment we make is in the relationships, technologies, products and development we believe are in the long-term interests of our clients and our people. Our long-tenured leaders are experts in their areas and are actively involved in the day-to day business, taking the time to provide guidance and mentoring to build the next generation of BBHers. Because we know, our success begins with yours.

Go to BBH.com to learn more about our rewards and benefits, philanthropy, approach to sustainability or how we support you to thrive personally, physically and financially.