Company Overview
Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game-changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
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 clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 900 colleagues worldwide, all of whom are equity owners of the firm.
Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C
Position Summary
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 eight (8) 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
Ability to work in the Norfolk office
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
• Medical
• Dental
• Vision
• Wellness program participation incentive
• Financial wellness program
• Gym membership discounts
• Fitness event fee reimbursement
• Corporate 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.