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Private Client Relationship Advisor

3 weeks ago

New York, New York, United States Brown Investment Advisory & Trust Full time

Company Overview


Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

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. The firm's clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. 

Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C

Brown Advisory's Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service. The ideal candidate is hungry to pursue a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess the professional maturity to handle confidential and delicate client issues.

Essential Functions/Responsibilities:

  • Responsible for all aspects of administration and client service for high net worth families and family offices

  • Effective communication with both internal and external contacts including prospects and clients

  • Understanding of trusts, foundations and LLC structures

  • Organize and manage meetings from start to finish

  • Establish effective working relationships with colleagues and external contacts

  • Account maintenance (opening new accounts, managing transactions, address changes, etc.)

  • Understand basic fiduciary issues relevant to client relationships

  • Proactive resolution of client inquiries – direct client contact

  • Handling/supervision of cash processing for assigned accounts

  • Collaborate with outside advisors concerning client's personal, trust and other entities tax information

  • Prepare letters and other client communications

  • Complete customized analyses and spreadsheets for specific projects

  • Process customized client reporting

  • Strong understanding of competitor and industry products and services

  • Successfully cultivate strong relationships with functional groups across the firm

Job Requirements:

  • Bachelor's degree and minimum of twelve (12) years of relevant work experience

  • Experience with Trusts and Fiduciary accounts

  • Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records

  • Strong management skills and leadership experience

  • Desire to learn and the ability to learn quickly

  • Detail oriented

  • Superior client service skills

  • Illustrates tact, discretion, and good judgment in handling sensitive and confidential information

  • Strong decision making and problem solving skills

  • Strives for innovation and process improvement

  • Strong communication skills

  • Ability to multi-task and adapt to changing priorities to meet client demands

  • Self-motivated with strong work ethic

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

NY Salary: $150-200k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.

•    Medical

•    Dental

•    Vision

•    Wellness program participation incentive

•    Financial wellness program

•    Fitness event fee reimbursement

•    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

• k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.