Private Client Relationship Administrator
Company Name:
Brown Advisory
Company Overview
Brown Advisory is an independent investment management and strategic advisory firm with over $46 billion in client assets, based in Baltimore, MD and
washington
, D.C., and with offices in
new york
, NY, Wilmington, DE, Chapel Hill, NC, Boston, MA and London, UK. The Firm's institutional and private clients are located in 50 states and 18 countries and are serviced by over 350 employees worldwide, all of whom are equity owners of the firm. Our ownership structure ensures that our interests remain aligned with those of our clients, and that
employee
turnover is minimal.
job
Description
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.
Duties of this
position
include, but are not limited to:
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 five (5) 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
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
Benefits for the position include:
Medical
Dental
Vision
Employee Assistance Program
Health Advocacy Services
Basic Life & Accidental Death & Dismemberment Insurance
Voluntary Life & Accidental Death & Dismemberment Insurance
Short Term Disability
Group Long Term Disability
Travel Accident
Medical Flex Spending (up to $2,000 annually)
Dependent Care Flex Spending (up to $5,000 annually)
Health Savings Account
401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.Estimated Salary: $20 to $28 per hour based on qualifications.
Brown Advisory
Company Overview
Brown Advisory is an independent investment management and strategic advisory firm with over $46 billion in client assets, based in Baltimore, MD and
washington
, D.C., and with offices in
new york
, NY, Wilmington, DE, Chapel Hill, NC, Boston, MA and London, UK. The Firm's institutional and private clients are located in 50 states and 18 countries and are serviced by over 350 employees worldwide, all of whom are equity owners of the firm. Our ownership structure ensures that our interests remain aligned with those of our clients, and that
employee
turnover is minimal.
job
Description
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.
Duties of this
position
include, but are not limited to:
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 five (5) 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
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
Benefits for the position include:
Medical
Dental
Vision
Employee Assistance Program
Health Advocacy Services
Basic Life & Accidental Death & Dismemberment Insurance
Voluntary Life & Accidental Death & Dismemberment Insurance
Short Term Disability
Group Long Term Disability
Travel Accident
Medical Flex Spending (up to $2,000 annually)
Dependent Care Flex Spending (up to $5,000 annually)
Health Savings Account
401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.Estimated Salary: $20 to $28 per hour based on qualifications.
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