Private Client Relationship Associate

Relationship Associate

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.

Qualifications:

• Bachelor's required; degree in Finance or Business preferred
• 2+ years financial industry or client service experience required
• 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 Centreville office location

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.