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Private Client Relationship Associate

3 months ago

Washington, 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 Washington office location


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.