Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client-facing team related to clients' investments, estate planning, and account administration.
The primary duties and responsibilities include but are not limited to:
Qualifications:
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization.
Salary: $60k - $75K. Commensurate with experience and location. Does not include bonus or long-term incentive eligibility (if applicable).
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.
Private Client Relationship Associate • Baltimore, MD, United States
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