Brown Advisory
Finance Industry Professional
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 clientsincluding individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediariesare served by over 950 colleagues worldwide, all of whom are equity owners of the firm. 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 hungry to pursue 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 administration and client service for high net worth families and family offices Effective communication with both internal and external contacts including prospects and clients Understanding of trusts, foundations and LLC structures Organize and manage meetings from start to finish Establish effective working relationships with colleagues and external contacts Account maintenance (opening new accounts, managing transactions, address changes, etc.) Understand basic fiduciary issues relevant to client relationships Proactive resolution of client inquiries
direct client contact Handling/supervision of cash processing for assigned accounts Collaborate with outside advisors concerning client's personal, trust and other entities tax information Prepare letters and other client communications Complete customized analyses and spreadsheets for specific projects Process customized client reporting Strong understanding of competitor and industry products and services Successfully cultivate strong relationships with functional groups across the firm Job Requirements:
Bachelor's degree and minimum of twelve (12) years of relevant work experience Experience with Trusts and Fiduciary accounts Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records Strong management skills and leadership experience Desire to learn and the ability to learn quickly Detail oriented Superior client service 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 Strong communication skills Ability to multi-task and adapt to changing priorities to meet client demands Self-motivated with strong work ethic NY Salary: $150-200k. 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.
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 clientsincluding individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediariesare served by over 950 colleagues worldwide, all of whom are equity owners of the firm. 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 hungry to pursue 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 administration and client service for high net worth families and family offices Effective communication with both internal and external contacts including prospects and clients Understanding of trusts, foundations and LLC structures Organize and manage meetings from start to finish Establish effective working relationships with colleagues and external contacts Account maintenance (opening new accounts, managing transactions, address changes, etc.) Understand basic fiduciary issues relevant to client relationships Proactive resolution of client inquiries
direct client contact Handling/supervision of cash processing for assigned accounts Collaborate with outside advisors concerning client's personal, trust and other entities tax information Prepare letters and other client communications Complete customized analyses and spreadsheets for specific projects Process customized client reporting Strong understanding of competitor and industry products and services Successfully cultivate strong relationships with functional groups across the firm Job Requirements:
Bachelor's degree and minimum of twelve (12) years of relevant work experience Experience with Trusts and Fiduciary accounts Knowledge of a variety of accounting tasks involving the preparation and maintenance of financial records Strong management skills and leadership experience Desire to learn and the ability to learn quickly Detail oriented Superior client service 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 Strong communication skills Ability to multi-task and adapt to changing priorities to meet client demands Self-motivated with strong work ethic NY Salary: $150-200k. 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.