Client Service Associate

The Company

At Brown Miller, we strive to profoundly enrich the lives of our clients through the power of compounding capital and a well-designed wealth management plan. We operate under the values of excellence, integrity, respect, ownership, and teamwork.

Located in the Washington DC area, we service high-net-worth individuals, families, businesses, endowments, and foundations who are looking for highly customized and personalized wealth management solutions. We are a fee-only, independent, and privately-owned registered investment adviser firm, so we aren’t beholden to a parent company and its beliefs/values. We are also fiduciaries who are ethically and legally bound to work in our client’s best interests. Our level of personalized financial advice and exceptional service is what sets us apart from other firms.

The Position:

The Client Service Associate works in direct collaboration with the firm’s Financial Advisors and peers. By providing genuine and extraordinary client service to current and prospective clients, the Client Service Associate represents the vision and mission of Brown Miller Wealth Management, LLC.

All candidates undergo six weeks of training on the Brown Miller process and systems with on-going mentorship after the training is complete.

Responsibilities:

Client Service Administration

• Focuses on complex and multi-step client account updates and asset movements, including new household relationships, trust management, account transfers, and deceased processing.
• Prepares, sends, and processes account documents.
• Enters securities trades and processes order corrections.
• Assists with active communication with clients and reaches out to correct any items needed.
• Keeps clients aware of any longer-term project status.

Client Experience

• Consistently delivers superior and proactive service. Actively responds to incoming emails, phone calls, and requests from clients. Creates and follows own action plans/tasks based on client needs and requests.
• All support staff provide back up to front desk as needed to ensure clients are greeted warmly and offered a refreshment. Ensure meeting space is prepped/cleared as needed.

The Essential Duties and Responsibilities listed are not all inclusive; other duties assigned will apply.

Qualifications:

• College level coursework is required
• Organized, self-motivated professional with strong time-management and critical-thinking skills who anticipates issues and executes effective action plans.
• Client-focused team player committed to service and operational excellence; takes ownership of Brown Miller’s client service mission and contributes as needed.
• Excellent oral, written, and interpersonal communication skills. Professional, pleasant, open-minded, and patient demeanor.
• Advanced computer skills including MS Office Suite required.
• If not licensed, willingness and ability to study and pass the Series 65 within the first year.
• In no prior industry experience, ability to learn and adapt to complex environments.

Preferred:

• Bachelor’s degree
• A financial industry professional license: Series 7 & 66, 65, Investment Advisor Representative, CFP or CFA.
• Two plus years of investment/financial industry experience working in client services.

Salary + Benefits:

• $70,000 - $110,000
• Medical, dental and vision insurance
• Long-term Disability Insurance
• Safe Harbor 401(k) - Brown Miller WM will match 100% of what employees contribute, up to 4%.
• PTO
• Paid Holidays