Private Client Relationship Advisor

Brown Advisory • Boston, MA

69d • $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 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.

Requirements

• Bachelor’s degree and minimum of ten (10) 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

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

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: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 501-1,000 employees