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Brown Advisory · 4 hours ago

Private Client Relationship Associate

Boston, MA

Full-time

Onsite

Entry Level

$65K/yr - $85K/yr

2+ years exp

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. The Private Client Relationship Associate will execute a range of client requests, maintain proactive account administration, and coordinate workflows with the client-facing team regarding investments and estate planning.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

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

Qualification

Client service experienceTrust administrationM.S. Office proficiencyQuantitative skillsAnalytical skillsInterpersonal skillsMulti-taskingDetail-orientedTeam playerCommunication skills

Required

Bachelor's degree required

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)