Private Client Relationship Associate

Private Client Relationship Associate at Brown Advisory in Boston, MA, responsible for delivering highly customized and comprehensive service to clients, executing cash management activities, and maintaining CRM records.

Requirements

• Bachelor’s degree
• 2+ years financial industry or client service experience
• Experience with trust administration and/or client account documentation
• Proficiency with M.S. Office suite including Excel, Word & PowerPoint
• Strong quantitative, analytical, and interpersonal skills
• Highly organized work style; detail-oriented and accurate
• Ability to multi-task and adapt to changing priorities to meet client demands
• Collaborative team-player; self-motivated with a strong work ethic
• Demonstrates tact, discretion and good judgement in handling sensitive and confidential information
• Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
• Exhibits excellent communication skills, both verbal and written
• Ability to work in the Baltimore office location

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)