Private Client Relationship Advisor

Brown Advisory • Washington, DC

107d • $100,000 - $125,000

About The Position

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 pursuing 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.

Requirements

• Bachelor’s degree required; degree in Finance or Business preferred
• Minimum of ten (10) years of relevant work experience
• Experience with Trusts and Fiduciary-based relationships
• CTFA preferred
• Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records
• Strong management skills and leadership experience, with the ability to train and develop junior colleagues
• Desire to learn and the ability to learn quickly
• Superior client service and communication 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
• Ability to multi-task and adapt to changing priorities to meet client demands
• Self-motivated with strong work ethic and detail oriented
• Ability to work in the Washington, D.C. office

Responsibilities

• Responsible for all aspects of client service-related activity for high net worth families, family offices, endowments and foundations
• Effective communication with both internal and external contacts including prospects and clients
• Ownership of collaboration with outside advisors, (accountants, attorneys) to deliver the highest level of client experience
• Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC’s, limited partnerships, retirement accounts, and alternative assets
• Organize and manage client meetings from start to finish
• Ownership of all account maintenance activities (client onboarding, transactional execution and oversight, and recurring client deliverables, etc.)
• Understand fiduciary applications relevant to client relationships
• Proactive resolution of client inquiries
• Prepare letters and other client communications
• Complete customized analyses and/or reporting as requested by clients
• Strong understanding of competitor and industry products and services

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees