Private Client Relationship Associate
2 weeks ago
Relationship AssociatePrivate Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client-facing team related to clients' investments, estate planning, and account administration.The primary duties and responsibilities include but are not limited to: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 required2+ years financial industry or client service experience preferredExperience with trust administration and/or client account documentation a plusProficiency with M.S. Office suite including Excel, Word & PowerPointStrong quantitative, analytical, and interpersonal skillsHighly organized work style; detail-oriented and accurateAbility to multi-task and adapt to changing priorities to meet client demandsCollaborative team-player; self-motivated with a strong work ethicDemonstrates tact, discretion and good judgement in handling sensitive and confidential informationProficiency in leveraging systems and processes to execute activities with accuracy and efficiencyExhibits excellent communication skills, both verbal and writtenEager to contribute and learn, ask questions and provide solutionsAbility to work in the Baltimore office locationSalary: $60k - $75K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).At Brown Advisory we offer a competitive compensation package, including full benefits. Medical Dental Vision Wellness program participation incentive Financial wellness program Fitness event fee reimbursement Gym membership discounts 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)
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Baltimore, United States Fnb Online Full timeClient Services Associate page is loaded## Client Services Associatelocations: Baltimore, MDtime type: Full timeposted on: Posted Todayjob requisition id: 2025-02778## **Primary Office Location:**300 E. Lombard Street. Baltimore, Maryland. 21202.## **Join our team. Make a difference - for us and for your future.****Position Title:** Client Services...
