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Brown Advisory · 2 months ago

Private Client Senior Relationship Associate

Charlotte, NC

Full-time

Onsite

Senior Level

5+ years exp

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. The Senior Relationship Associate plays a key role in providing customized service to clients, managing onboarding processes, and coordinating with various teams to ensure client needs are met effectively.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

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

Qualification

Client relationship managementTrust administrationFiduciary knowledgeCommunicationDetail-orientedMulti-taskingProfessional maturityTeam collaborationSelf-motivated

Required

Bachelor's degree required; 5+ years of relevant experience in a client-facing role

Proven ability to build rapport and foster trust with clients and their outside advisors

Ability to multi-task and adapt to changing priorities to meet client demands

Demonstrates professional maturity and discretion in handling confidential and delicate client issues

Collaborative team-player; self-motivated with a strong work ethic

Highly organized work style; detail-oriented and accurate

Excellent communication skills, both verbal and written

Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency

Ability to understand complex documentation related to account structures, trusts, etc

Ability to work in the Charlotte office location

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship)