Private Client Relationship Advisor

Brown Advisory; Washington; On-site; USD 120,000 - 140,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program

Financial wellness

Gym membership

Parental leave

Job summary

Brown Advisory’s Private Client Service team seeks an experienced client service professional to support high net worth families and family offices in Washington, D.C. The role collaborates with Portfolio Managers, attorneys and accountants to deliver fiduciary service and tailored financial solutions.

Responsibilities include onboarding, account maintenance, preparing client communications and analyses, with an emphasis on confidentiality and discretion.

Qualifications

• Bachelor’s degree in Finance or Business is required.
• Ten years of relevant work experience are required.
• Experience with trusts and fiduciary relationships is preferred.
• CTFA certification is preferred.
• Strong client service and communication skills are essential.
• Ability to manage confidential information with discretion.

Responsibilities

• Provide client service for high net worth families, family offices, endowments, and foundations.
• Communicate effectively with internal and external contacts, prospects, and clients.
• Collaborate with outside advisors to deliver exceptional client experiences.
• Understand trust administration and fiduciary-related entities.
• Organize and manage client meetings end-to-end.
• Oversee account maintenance activities and recurring client deliverables.
• Prepare client communications and customized analyses as requested.
• Maintain proactive resolution of client inquiries.

Skills

Client service excellence

Communication skills

Discretion and judgment

Multi-tasking

Team collaboration

Mentorship/leadership

Problem solving

Education

Bachelor’s degree in Finance or Business

CTFA preferred

Job description

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.

Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

Position Summary

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:

• Bachelor’s degree required; degree in Finance or Business preferred

• Minimum of ten (10) years of relevant work experience

• Experience with Trusts and Fiduciary-based relationships

• CTFA preferred

• Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records

• Strong management skills and leadership experience, with the ability to train and develop junior colleagues

• Desire to learn and the ability to learn quickly

• Superior client service and communication 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

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

• Self-motivated with strong work ethic and detail oriented

• Ability to work in Washington D.C. 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).

DC Salary: $120-140k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

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.