Private Client Relationship Associate

3 days ago

Baltimore, Maryland, United States Brown Advisory Full time
Job Title: Private Client Relationship Associate

Brown Advisory is seeking a highly skilled and detail-oriented Private Client Relationship Associate to join our team. As a key member of our Private Client Service team, you will be responsible for delivering exceptional client service and support to our high net worth clients.

Key Responsibilities:
  • Provide proactive account administration and execute client requests in a timely and accurate manner.
  • Partner with internal stakeholders to provide comprehensive day-to-day service to clients, including cash management, investment-related activities, and client account administration.
  • 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.
Requirements:
  • Bachelor's degree in Finance or Business preferred.
  • 2+ years of financial industry or client service experience preferred.
  • Experience with trust administration and/or client account documentation a plus.
  • Proficiency with MS Office suite, including Excel, Word, and 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, and strong work ethic.
  • Demonstrates tact, discretion, and good judgment 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.
What We Offer:
  • 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, adoption benefits, daycare late pick-up fee reimbursement, basic life and accidental death and dismemberment insurance, voluntary life and accidental death and dismemberment insurance, short-term disability, paid parental leave, group long-term disability, pet insurance, and 401(k) with 50% employer match up to IRS limit and 4-year vesting.

Brown Advisory is an Equal Employment Opportunity Employer.

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