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Brown Advisory · 2 weeks ago

Private Client Relationship Advisor

Boston, MA

Full-time

Onsite

Senior Level, Lead/Staff

$100K/yr - $125K/yr

10+ years exp

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first-class performance and client service. The Private Client Relationship Advisor will be responsible for all aspects of administration and client service for high net worth families, working closely with Portfolio Managers and maintaining effective communication with clients and internal teams.

Asset ManagementFinancial ServicesVenture CapitalWealth Management

Growth Opportunities

No H1B

Responsibilities

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

Qualification

TrustsFiduciary accountsClient service skillsFinancial records maintenanceManagement skillsCommunication skillsTactDiscretionProblem solving skillsDetail orientedSelf-motivatedAdaptability

Required

Bachelor's degree and minimum of ten (10) 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

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)