Private Client Senior Relationship Associate

Senior Relationship Associate

Private Client Service provides highly customized and comprehensive service and solutions to our clients. As a key member of this team the Senior Relationship Associate engages directly with clients to proactively address their needs and coordinate prompt, accurate and thorough resolution to their inquiries. In addition, the Senior Associate works closely with Private Client Relationship Advisors, Portfolio Managers and Strategic Advisors to facilitate a broad range of investment, trust and planning activities for clients.

The primary duties and responsibilities include but are not limited to :

• Work in close collaboration with Private Client Relationship Advisors, Portfolio Management, Strategic Advisory and Operations teams to provide a high quality, well-integrated service experience to Brown Advisory clients. This includes :
• Manage all aspects of client onboarding including custodian selection, documentation collection, account funding, online enrollment and implementing fee arrangements.
• Build rapport with clients, as well as their outside advisors, (accountants, attorneys.) Assure prompt, accurate fulfillment of all client requests and inquiries.
• Understand fiduciary issues relevant to client relationships; partner with Strategic Advisory team to coordinate tax, estate planning, and fiduciary matters for clients.
• Coordinate gifting activities including processing cash and in-kind gifts; producing gift letters, Crummey notices.
• Understand the advisory fee calculation process and ensure fee arrangements are implemented correctly.
• Establish strong working relationships with Client Service team members as well as partners across the organization. Take initiative to develop junior team members.
• Contribute to ad-hoc projects and ongoing business improvement efforts as needed.

Qualifications :

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.