Private Client Relationship Associate

3 weeks ago

Nashville, Tennessee, United States Brown Advisory Full time
Company Overview

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. Our firm has a culture that propels us to innovate and stand out in the industry. We have built and nurtured a client-first culture over the years, which is reflected in our values, beliefs, methodology, attitudes, and standards.

Position Summary

The Private Client Service team 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.

Key Responsibilities

• 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 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 degree required; 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 M.S. 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.

Benefits

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, 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, 4-year vesting.

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