Private Client Relationship Advisor

About the role

The Private Client Service team at Brown Advisory is seeking a career-minded individual with a passion for client service. This position involves working with high net worth families and family offices, collaborating with Portfolio Managers, and managing various administrative tasks.

Responsibilities

• Responsible for all aspects of administration and client service for high net worth families and family offices
• Effective communication with both internal and external contacts including prospects and clients
• Understanding of trusts, foundations, and LLC structures
• Organize and manage meetings from start to finish
• Establish effective working relationships with colleagues and external contacts
• Account maintenance (opening new accounts, managing transactions, address changes, etc.)
• Understand basic fiduciary issues relevant to client relationships
• Proactive resolution of client inquiries – direct client contact
• Handling/supervision of cash processing for assigned accounts
• Collaborate with outside advisors concerning client’s personal, trust, and other entities tax information
• Prepare letters and other client communications
• Complete customized analyses and spreadsheets for specific projects
• Process customized client reporting
• Strong understanding of competitor and industry products and services
• Successfully cultivate strong relationships with functional groups across the firm

Requirements

• Bachelor’s degree and minimum of ten (10) years of relevant work experience
• Experience with Trusts and Fiduciary accounts
• Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
• Strong management skills and leadership experience
• Desire to learn and the ability to learn quickly
• Detail oriented
• Superior client service skills
• Illustrates tact, discretion, and good judgment in handling sensitive and confidential information
• Strong decision making and problem-solving skills
• Strives for innovation and process improvement
• Strong communication skills
• Able to multi-task and adapt to changing priorities to meet client demands
• Self-motivated with strong work ethic

Qualifications

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B, O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Benefits

• Full benefits package including medical, dental, vision, wellness programs, financial wellness program, fitness event fee reimbursement, gym membership discounts, colleague assistance program, telemedicine program, adoption benefits, daycare late pick-up fee reimbursement, basic life & accidental death & dismemberment insurance, voluntary life & accidental death & dismemberment insurance, short term disability, paid parental leave, group long term disability, pet insurance, 401(k) (50% employer match up to IRS limit, 4 year vesting)

Pay

$125-150k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).