Brown Advisory
Financial Services
PrivateClientRelationshipAssociate
“Private Client Relationship Associate at Brown Advisory. Skills: Client service, Account administration. Serve as a critical team member. Partner with key internal stakeholders”
Industry & Context.
Problem solving; Analytical skills
What They're Looking For.
Must Have
Bachelor's degree required, Ability to work in the Washington office location
Nice to Have
2+ years financial industry or client service experience preferred, Experience with trust administration and/or client account documentation a plus
What You'll Do.
Serve as a critical team member
Partner with key internal stakeholders
Execute cash management activities
Perform client account activities
Prepare investment-related documents
Complete ad hoc client-related projects
How You'll Work.
Team & Collaboration
Partner with Operations; Partner with Private Equity; Partner with Portfolio Management; Partner with Strategic Advisory; Partner with Compliance
Communication Scope
Verbal communication; Written communication
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