Wealth Management Client Advisor

1 week ago

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

Every organization possesses a unique culture - the principles, beliefs, methodologies, attitudes, and standards that embody its essence. However, the truly remarkable firms - the innovators, the leaders, and the disruptors - cultivate 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 developed and fostered our client-centric culture.

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

Brown Advisory's 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 confidential and sensitive client matters.

Key Responsibilities:
  • Oversee all facets 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 strong working relationships with colleagues and external contacts.
  • Manage account maintenance tasks, including opening new accounts and processing transactions.
  • Understand basic fiduciary responsibilities relevant to client relationships.
  • Proactively resolve client inquiries through direct contact.
  • Supervise cash processing for assigned accounts.
  • Collaborate with external advisors regarding clients' personal, trust, and other entities' tax information.
  • Prepare letters and other communications for clients.
  • Conduct customized analyses and create spreadsheets for specific projects.
  • Process tailored client reporting.
  • Demonstrate a strong understanding of competitor and industry products and services.
  • Effectively cultivate relationships with various functional groups across the firm.
Qualifications:
  • Bachelor's degree and a minimum of ten (10) years of relevant experience.
  • Experience with Trusts and Fiduciary accounts.
  • Knowledge of diverse accounting tasks related to the preparation and maintenance of financial records.
  • Strong management capabilities and leadership experience.
  • Willingness to learn and the ability to quickly adapt.
  • Detail-oriented with superior client service skills.
  • Exhibit tact, discretion, and sound judgment in handling sensitive and confidential information.
  • Strong decision-making and problem-solving abilities.
  • Commitment to innovation and process enhancement.
  • Excellent communication skills.
  • Ability to multitask and adjust to shifting priorities to meet client demands.
  • Self-motivated with a robust work ethic.
  • Ability to work in an office environment.
Benefits

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

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