Private Client Relationship Associate

Brown Investment Advisory & Trust•Baltimore, MD

4d•$60,000 - $75,000•Onsite

About The Position

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 1,000 colleagues worldwide, all of whom are equity owners of the firm. Position Summary Private Client Service delivers highly customized and comprehensive service to our clients. 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. The primary duties and responsibilities include but are not limited to: Serve as a critical team member in partnership with Client Service Advisors and Senior Associates. Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients. Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed. 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. Complete ad hoc client-related projects as needed.

Requirements

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

Nice To Haves

Experience with trust administration and/or client account documentation a plus

Responsibilities

Serve as a critical team member in partnership with Client Service Advisors and Senior Associates.
Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients.
Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed.
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.
Complete ad hoc client-related projects as needed.