Private Client Relationship Associate
About The Position
Brown Advisory is an independent investment management and strategic advisory firm with a client-first culture. Its clients include individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries, and it is served by more than 1,000 colleagues worldwide who are equity owners of the firm. Private Client Service provides highly customized and comprehensive service to clients. The Relationship Associate executes a range of client requests and maintains proactive account administration, following firm best practices to complete client-related activity promptly, accurately, and thoroughly. The role also coordinates workflows with the broader client-facing team on clients’ investments, estate planning, and account administration. It is based in the Baltimore office.
Requirements
- Bachelor’s degree required.
- Proficiency with Microsoft Office, including Excel, Word, and PowerPoint.
- Strong quantitative, analytical, and interpersonal skills.
- Highly organized and detail-oriented work style, with accuracy.
- Ability to multitask and adapt to changing priorities to meet client demands.
- Collaborative team player who is self-motivated and has a strong work ethic.
- Tact, discretion, and good judgment when handling sensitive and confidential information.
- Ability to use systems and processes to execute activities accurately and efficiently.
- Excellent verbal and written communication skills.
- Willingness to contribute and learn, ask questions, and provide solutions.
- Ability to work in the Baltimore office location.
- Must be authorized to work in the United States without current or future employer-sponsored work authorization.
Nice To Haves
- At least 1 year of financial industry or client service experience is preferred.
- Experience with trust administration and/or client account documentation is a plus.
Responsibilities
- Serve as a key team member in partnership with Client Service Advisors and Senior Associates.
- Coordinate with internal stakeholders in Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide day-to-day client service.
- Execute cash management activities, including domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues.
- Perform client account activities, including 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.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Wellness program participation incentive
- Financial wellness program
- Fitness event fee reimbursement
- Gym membership discounts
- Colleague Assistance Program
- Telemedicine Program for colleagues enrolled in Medical
- Adoption benefits
- Daycare late pick-up fee reimbursement
- Basic Life and Accidental Death & Dismemberment Insurance
- Voluntary Life and Accidental Death & Dismemberment Insurance
- Short Term Disability
- Paid parental leave
- Group Long Term Disability
- Pet insurance
- 401(k) with 50% employer match up to the IRS limit and four-year vesting
- Discretionary performance bonus
- Discretionary long-term incentive compensation
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
