Private Client Relationship Advisor

Private Client Service Professional

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 pursuing 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 client service-related activity for high net worth families, family offices, endowments and foundations
• Effective communication with both internal and external contacts including prospects and clients
• Ownership of collaboration with outside advisors, (accountants, attorneys) to deliver the highest level of client experience
• Understanding of trust administration, endowments and foundations, and other complex entities, such as LLC's, limited partnerships, retirement accounts, and alternative assets
• Organize and manage client meetings from start to finish
• Ownership of all account maintenance activities (client onboarding, transactional execution and oversight, and recurring client deliverables, etc.)
• Understand fiduciary applications relevant to client relationships
• Proactive resolution of client inquiries
• Prepare letters and other client communications
• Complete customized analyses and / or reporting as requested by clients
• Strong understanding of competitor and industry products and services

Qualifications :

Salary : $100-$125k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

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.