Brown Advisory

Brown Advisory

Private Client Relationship Associate

Washington D.C

Sponsorship not specified$65k-$82kDetected 30 days ago
CRMExcelCommunicationOrganizational SkillsMicrosoft Office

About the role

  • 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.

Responsibilities

  • Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients.
  • 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.
  • Private Client Service delivers highly customized and comprehensive service to our clients.

Requirements

  • Bachelor's degree required
  • Proficiency with M.S. Office suite including Excel, Word & PowerPoint
  • Ability to multi-task and adapt to changing priorities to meet client demands
  • Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
  • Strong quantitative, analytical, and interpersonal skills
  • Highly organized work style
  • detail-oriented and accurate
  • Collaborative team-player
  • self-motivated with a strong work ethic
  • Demonstrates tact, discretion and good judgement in handling sensitive and confidential information
  • Exhibits excellent communication skills, both verbal and written
  • Eager to contribute and learn, ask questions and provide solutions

Nice to have

  • 2+ years financial industry or client service experience preferred
  • Experience with trust administration and/or client account documentation a plus

Compensation

  • Does not include bonus or long term incentive eligibility (if applicable).

Benefits

  • At Brown Advisory we offer a competitive compensation package, including full benefits.
  • Wellness program participation incentive
  • Financial wellness program
  • Fitness event fee reimbursement
  • Gym membership discounts
  • Telemedicine Program (for those enrolled in Medical)
  • Adoption Benefits
  • Daycare late pick-up fee reimbursement
  • Short Term Disability
  • Paid parental leave
  • Group Long Term Disability
  • 401(k) (50% employer match up to IRS limit, 4 year vesting)

Company info

  • 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.
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This listing is sourced directly from Brown Advisory's careers page and normalized into a canonical job model.