Private Client Relationship Associate

About the role

The Private Client Service team at Brown Advisory delivers highly customized and comprehensive service to clients. This position involves executing on a range of client requests while maintaining proactive account administration.

Responsibilities

• Serve as a critical team member in partnership with Client Service Advisors and Senior Associates.
• Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients.
• Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed.
• Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting.
• Prepare investment-related documents for client signature, including investment management agreements, letters of authorization, and fee schedules.
• Maintain CRM records for clients and prospects.
• Complete ad hoc client-related projects as needed.

Qualifications

• Bachelor’s degree required.
• 1+ years financial industry or client service experience preferred.
• Experience with trust administration and/or client account documentation a plus.
• Proficiency with M.S. Office suite including Excel, Word & PowerPoint.
• Strong quantitative, analytical, and interpersonal skills.
• Highly organized work style; detail-oriented and accurate.
• Ability to multi-task and adapt to changing priorities to meet client demands.
• Collaborative team-player; self-motivated with a strong work ethic.
• Demonstrates tact, discretion and good judgement in handling sensitive and confidential information.
• Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency.
• Exhibits excellent communication skills, both verbal and written.
• Eager to contribute and learn, ask questions and provide solutions.

Benefits

• Competitive compensation package, including full benefits.
• Medical, Dental, Vision, Wellness program participation incentive.
• Financial wellness program.
• Fitnesse program participation incentive.
• Colleague Assistance Program.
• Telemedicine Program (for those enrolled in Medical).
• 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).