Private Client Relationship Associate

1 week ago

San Francisco, United States Brown Advisory Full time
Company Overview

Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm's institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.

Position Summary

Private 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 required; degree in Finance or Business preferred
  • 2+ 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
  • Ability to work in the San Francisco office location


Salary: $70-$90k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.
•Medical
•Dental
•Vision
•Wellness program participation incentive
•Financial wellness program
•Gym membership discounts
•Fitness event fee reimbursement
•Corporate 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)

Brown Advisory is an Equal Employment Opportunity Employer.

  • Private Client Relationship Associate

    2 weeks ago

    San Francisco, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over...

  • Private Client Relationship Associate

    6 days ago

    San Francisco, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

  • Client Relationship Associate

    1 month ago

    San Francisco, United States Dodge & Cox Full time

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort primarily by supporting our London-based Client Service team in responding to investor inquiries in a timely, thorough and accurate manner. This individual...

  • Client Relationship Associate

    1 month ago

    San Francisco, United States Dodge & Cox Full time

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort by supporting our Client Service team in responding to investor inquiries in a timely, thorough and accurate manner. This individual is expected to become...

  • Client Relationship Associate

    4 weeks ago

    San Francisco, United States Dodge & Cox Full time

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort by supporting our Client Service team in responding to investor inquiries in a timely, thorough and accurate manner. This individual is expected to become...

  • Client Relationship Associate

    4 weeks ago

    San Francisco, United States Dodge & Cox Full time

    Dodge and Cox is seeking an experienced, highly skilled Client Relationship Associate to join our firm. The successful candidate will play an important role in Dodge & Cox's broader client service effort primarily by supporting our London-based Client Service team in responding to investor inquiries in a timely, thorough and accurate manner. This individual...

  • Private Client Relationship Advisor

    1 month ago

    San Francisco, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

  • Private Client Relationship Advisor

    4 weeks ago

    San Francisco, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

  • Private Client Relationship Advisor

    2 weeks ago

    San Francisco, California, United States Brown Advisory Full time

    Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the...

  • Client Service Associate-Private Client Group

    1 month ago

    San Francisco, United States Dodge & Cox Full time

    Dodge & Cox is seeking an experienced Client Service Associate (CSA) to join our Client Service team and partner with our Client Portfolio Managers (PMs) to manage our relationships with our high net worth investors, family offices, and non-profit organizations with separately managed accounts. The successful candidate will coordinate all non-investment...

  • Private Banker Associate

    3 weeks ago

    San Francisco, United States Citizens Financial Group, Inc. Full time

    Citizens Private Bank has accelerated its strategy to build out banking and wealth management for high-net worth individuals and families, scale banking capabilities for businesses, grow deposits, and expand in key growth markets. Were looking for t Relationship Manager, Banker, Associate, Preferred Banker, Private, Client Relations

  • Associate Director, Private Wealth Client Services

    4 weeks ago

    San Francisco, United States Cresset Capital Full time

    **About Cresset** Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment...

  • Client Relationship Executive

    11 hours ago

    San Francisco, United States Zenith American Full time

    Job DescriptionJob DescriptionTitle: Client Relationship Executive Department: Client ServicesBargaining Unit: NBU Grade: N/A Position Type: Exempt Hours per Week: 40Position SummaryThe Client Relationship Executive directly leads a defined book of business (BOB), comprising a set of named clients, in accordance with Company guidelines, client needs, and...

  • Client Relationship Manager

    2 weeks ago

    San Francisco, California, United States Zenith American Full time

    Title:Client Relationship Manager Department:Client ServicesBargaining Unit:NBUGrade:N/AFLSA:Exempt Hours per week: 40 Position Summary The Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the Director, Client Relationship. The...

  • Client Relationship Manager

    4 weeks ago

    San Francisco, United States Zenith American Full time

    Job DescriptionJob DescriptionTitle: Client Relationship Manager Department: Client ServicesBargaining Unit: NBU Grade: N/AFLSA: Exempt Hours per week: 40Position SummaryThe Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the...

  • Client Relationship Manager

    1 month ago

    San Francisco, United States Zenith American Full time

    Job DescriptionJob DescriptionTitle: Client Relationship Manager Department: Client ServicesBargaining Unit: NBU Grade: N/AFLSA: Exempt Hours per week: 40Position SummaryThe Client Relationship Manager supports the Director, Client Relationship across their book of business (BOB) in fund management, with direct client and vendor liaison as required by the...

  • Tax Senior Associate | Private Client

    4 weeks ago

    San Antonio, United States FORVIS Full time

    Requisition Number2232284 Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams...

  • Private Client Business Development Advisor

    1 month ago

    San Francisco, United States Evolve Talent Partners Full time

    Job DescriptionJob DescriptionOverview: The Private Client Business Development role is an ideal opportunity for a highly motivated professional with a passion for creating new business and converting opportunities to join a growing and respected Private Client practice at a well-established and federally registered investment advisor managing individually...

  • Private Client Advisor II

    4 weeks ago

    San Francisco, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Private Client Manager II

    3 weeks ago

    San Francisco, United States Bank of America Full time

    Private Client Manager II page is loaded Private Client Manager II Apply locations San Francisco time type Full time posted on Posted 11 Days Ago job requisition id 24016003 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we...