Brown Advisory
Private Client Relationship Associate
Baltimore, MD
No sponsorship$60k-$75kDetected 8 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
- 1+ 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.
Visa & Work Authorization
- 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 s
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This listing is sourced directly from Brown Advisory's careers page and normalized into a canonical job model.