Private Client Relationship Associate

Brown Investment Advisory & Trust•Baltimore, MD

6d•Onsite

About The Position

Brown Advisory is an independent investment management and strategic advisory firm whose clients are served by more than 1,000 colleagues worldwide, all of whom 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 ensure client-related activity is prompt, accurate, and thorough. The role also coordinates workflow with the broader client-facing team on clients’ investments, estate planning, and account administration. The position requires working in the Baltimore office. Applicants must be authorized to work in the United States without current or future employer-sponsored work authorization.

Requirements

Bachelor’s degree required.
Proficiency with Microsoft Office, including Excel, Word, and PowerPoint.
Strong quantitative, analytical, and interpersonal skills.
Highly organized, detail-oriented, and accurate work style.
Ability to multitask and adapt to changing priorities to meet client demands.
Collaborative, self-motivated team player with a strong work ethic.
Tact, discretion, and good judgment when handling sensitive and confidential information.
Ability to leverage systems and processes to execute activities accurately and efficiently.
Excellent verbal and written communication skills.
Eagerness to contribute and learn, ask questions, and provide solutions.
Ability to work in the Baltimore office.
Authorization 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 preferred.
Experience with trust administration and/or client account documentation is a plus.

Responsibilities

Partner with Client Service Advisors and Senior Associates as a critical team member.
Work 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.
Proactively 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.