Private Client Relationship Associate
Role Overview
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.
Full Job Posting
Qualifications:
- Bachelor’s degree required
- 1+ years financial industry or client service experience preferred
- Experience with trust administration and/or client account documentation a plus
- 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).
- MD Salary: The anticipated base salary range for this position is $60,000–$75,000 annually. Actual compensation will be determined based on experience, qualifications, skills, location, and other job-related factors. This position is also eligible for a discretionary performance bonus plus additional discretionary long-term incentive compensation.
Benefits
- At Brown Advisory we offer a competitive compensation package, including full 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)
- Brown Advisory is an Equal Employment Opportunity Employer.
Preferred Qualifications
- 1+ years financial industry or client service experience preferred
- Experience with trust administration and/or client account documentation a plus
- MD Salary: The anticipated base salary range for this position is $60,000–$75,000 annually. Actual compensation will be determined based on experience, qualifications, skills, location, and other job-related factors. This position is also eligible for a discretionary performance bonus plus additional discretionary long-term incentive compensation.
About Brown Advisory
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