Private Client Relationship Associate
3 days ago
Brown Advisory is seeking a highly motivated 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:- Partner with Client Service Advisors and Senior Associates to provide comprehensive day-to-day service to clients.
- Execute cash management activities, including domestic and international fund transfers, monitoring client cash balances, 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.
- 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 with a 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.
- Ability to work in the Nashville office location.
Brown Advisory offers a competitive compensation package, including full benefits, such as medical, dental, vision, wellness program participation incentive, financial wellness program, gym membership discounts, fitness event fee reimbursement, 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, 4-year vesting.
Brown Advisory is an Equal Employment Opportunity Employer.
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