Private Client Relationship Advisor

Overview 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. Responsibilities Responsible for all aspects of administration and client service for high net worth families and family offices Effective communication with both internal and external contacts including prospects and clients Understanding of trusts, foundations and LLC structures Organize and manage meetings from start to finish Establish effective working relationships with colleagues and external contacts Account maintenance (opening new accounts, managing transactions, address changes, etc.) Understand basic fiduciary issues relevant to client relationships Proactive resolution of client inquiries – direct client contact Handling/supervision of cash processing for assigned accounts Collaborate with outside advisors concerning client’s personal, trust and other entities tax information Prepare letters and other client communications Complete customized analyses and spreadsheets for specific projects Process customized client reporting Strong understanding of competitor and industry products and services Successfully cultivate strong relationships with functional groups across the firm Job Requirements Bachelor’s degree and minimum of ten (10) years of relevant work experience Experience with Trusts and Fiduciary accounts Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records Strong management skills and leadership experience Desire to learn and the ability to learn quickly Detail oriented Superior client service skills Illustrates tact, discretion, and good judgment in handling sensitive and confidential information Strong decision making and problem-solving skills Strives for innovation and process improvement Strong communication skills Ability to multi-task and adapt to changing priorities to meet client demands Self-motivated with strong work ethic Salary: $125-150k. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable). 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. #J-18808-Ljbffr