Private Client Service & Onboarding Associate

Brown Advisory Incorporated; Baltimore (MD); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program participation incentive

401(k) with employer match

Paid parental leave

Job summary

Brown Advisory Incorporated is seeking a Relationship Associate in Baltimore to provide customized and comprehensive service to clients. This role involves account administration, cash management, and coordination with internal stakeholders.

Ideal candidates will have a Bachelor's degree, strong analytical and interpersonal skills, and at least 1 year of experience in the financial industry. The position offers a salary range of $60k-$75k based on experience and includes various benefits.

Qualifications

• 1+ years financial industry or client service experience preferred.
• Experience with trust administration and/or client account documentation a plus.
• Ability to multi-task and adapt to changing priorities.

Responsibilities

• Serve as a critical team member in partnership with Client Service Advisors.
• Execute cash management activities including fund transfers.
• Prepare investment-related documents for client signature.

Skills

Quantitative skills

Analytical skills

Interpersonal skills

Detail-oriented

Communication skills

Proficiency in M.S. Office

Education

Bachelor's degree

Tools

CRM systems

Job description

Brown Advisory Incorporated is seeking a Relationship Associate in Baltimore to provide customized and comprehensive service to clients. This role involves account administration, cash management, and coordination with internal stakeholders.

Ideal candidates will have a Bachelor's degree, strong analytical and interpersonal skills, and at least 1 year of experience in the financial industry. The position offers a salary range of $60k-$75k based on experience and includes various benefits.