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Wealth Management Client Advisor

2 months ago

Baltimore, Maryland, United States Brown Advisory Full time
Company Overview

Every organization has a unique culture - the values, beliefs, methodologies, attitudes, and standards that define its essence. However, the truly remarkable firms - the innovators, the industry leaders, and the disruptors - possess cultures that drive them to excel and differentiate themselves. At Brown Advisory, we aspire to be one of those exceptional firms. Over the years, we have intentionally cultivated a client-centric culture.

Brown Advisory is an independent investment management and strategic advisory firm dedicated to providing a blend of outstanding performance, strategic insights, and unparalleled client service. With offices in various global locations, we serve institutional and private clients across 50 states and more than 44 countries, supported by a team of over 850 equity owners.

Our Private Client Service team is seeking driven and ambitious professionals who are passionate about client service. The ideal candidate is eager to build a career in the finance sector and is interested in collaborating with complex multi-generational families and family offices. Our team operates in a dynamic, trust-based partnership with Portfolio Managers to address a wide array of client needs. Candidates must demonstrate the professional maturity required to manage sensitive and confidential client matters.

Key Responsibilities:
  • Oversee all aspects of administration and client service for high net worth families and family offices.
  • Maintain effective communication with both internal and external stakeholders, including prospects and clients.
  • Possess a solid understanding of trusts, foundations, and LLC structures.
  • Organize and manage meetings from inception to conclusion.
  • Establish and nurture effective working relationships with colleagues and external partners.
  • Manage account maintenance tasks such as opening new accounts, processing transactions, and updating addresses.
  • Understand basic fiduciary responsibilities relevant to client relationships.
  • Proactively resolve client inquiries through direct communication.
  • Supervise cash processing for assigned accounts.
  • Collaborate with external advisors regarding clients' personal, trust, and tax-related matters.
  • Prepare letters and other communications for clients.
  • Conduct customized analyses and create spreadsheets for specific projects.
  • Process tailored client reporting.
  • Maintain a strong understanding of competitor offerings and industry services.
  • Foster strong relationships with various functional groups within the firm.
Qualifications:
  • Bachelor's degree and a minimum of ten (10) years of relevant experience.
  • Experience with Trusts and Fiduciary accounts.
  • Knowledge of various accounting tasks related to financial record preparation and maintenance.
  • Strong management capabilities and leadership experience.
  • Willingness to learn and the ability to adapt quickly.
  • Detail-oriented with superior client service skills.
  • Exhibit tact, discretion, and sound judgment in handling sensitive information.
  • Strong decision-making and problem-solving abilities.
  • Commitment to innovation and process enhancement.
  • Excellent communication skills.
  • Ability to manage multiple tasks and adapt to shifting priorities to meet client needs.
  • Self-motivated with a robust work ethic.
  • Ability to work in an office environment.
Benefits

At Brown Advisory, we offer a competitive compensation package that includes comprehensive benefits.

• Medical

• Dental

• Vision

• Wellness program participation incentives

• Financial wellness programs

• Gym membership discounts

• Fitness event fee reimbursements

• Corporate gym membership discounts

• Colleague Assistance Program

• Telemedicine Program (for enrolled participants)

• Adoption Benefits

• Daycare late pick-up fee reimbursements

• 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) with employer matching

Brown Advisory is an Equal Employment Opportunity Employer.