Private Client Relationship Advisor

Company OverviewEvery 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.Brown Advisory’s Private Client Service team is searching for career-minded and ambitious professionals with a strong passion for client service. The ideal candidate is hungry to pursue a career in the finance industry and is interested in working with complex multi-generational families and family offices. Our team works in a dynamic, trust-based partnership with Portfolio Managers to serve a broad range of client needs. Candidates must possess the professional maturity to handle confidential and delicate client issues.Essential Functions/Responsibilities:Responsible for all aspects of administration and client service for high net worth families and family officesEffective communication with both internal and external contacts including prospects and clientsUnderstanding of trusts, foundations and LLC structuresOrganize and manage meetings from start to finishEstablish effective working relationships with colleagues and external contactsAccount maintenance (opening new accounts, managing transactions, address changes, etc.)Understand basic fiduciary issues relevant to client relationshipsProactive resolution of client inquiries – direct client contactHandling/supervision of cash processing for assigned accountsCollaborate with outside advisors concerning client’s personal, trust and other entities tax informationPrepare letters and other client communicationsComplete customized analyses and spreadsheets for specific projectsProcess customized client reportingStrong understanding of competitor and industry products and servicesSuccessfully cultivate strong relationships with functional groups across the firmJob Requirements:Bachelor’s degree and minimum of ten (10) years of relevant work experienceExperience with Trusts and Fiduciary accountsKnowledge of a variety of accounting tasks involving the preparation and maintenance of financial recordsStrong management skills and leadership experienceDesire to learn and the ability to learn quicklyDetail orientedSuperior client service skillsIllustrates tact, discretion, and good judgment in handling sensitive and confidential informationStrong decision making and problem-solving skillsStrives for innovation and process improvementStrong communication skillsAbility to multi-task and adapt to changing priorities to meet client demandsSelf-motivated with strong work ethicApplicants 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).Salary: $125-150k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).BenefitsAt Brown Advisory we offer a competitive compensation package, including full benefits.MedicalDentalVisionWellness program participation incentiveFinancial wellness programFitness event fee reimbursementGym membership discountsColleague Assistance ProgramTelemedicine Program (for those enrolled in Medical)Adoption BenefitsDaycare late pick-up fee reimbursementBasic Life & Accidental Death & Dismemberment InsuranceVoluntary Life & Accidental Death & Dismemberment InsuranceShort Term DisabilityPaid parental leaveGroup Long Term DisabilityPet Insurance401(k) (50% employer match up to IRS limit, 4 year vesting)Brown Advisory is an Equal Employment Opportunity Employer. #J-18808-Ljbffr