Private Client Senior Relationship Associate

Brown Investment Advisory & Trust•New York, NY

10d•$90 - $120•Onsite

About The Position

Private Client Service provides highly customized and comprehensive service and solutions to our clients. As a key member of this team the Senior Relationship Associate engages directly with clients to proactively address their needs and coordinate prompt, accurate and thorough resolution to their inquiries. In addition, the Senior Associate works closely with Private Client Relationship Advisors, Portfolio Managers and Strategic Advisors to facilitate a broad range of investment, trust and planning activities for clients. The primary duties and responsibilities include but are not limited to : Work in close collaboration with Private Client Relationship Advisors, Portfolio Management, Strategic Advisory and Operations teams to provide a high quality, well-integrated service experience to Brown Advisory clients. This includes: Manage all aspects of client onboarding including custodian selection, documentation collection, account funding, online enrollment and implementing fee arrangements. Build rapport with clients, as well as their outside advisors, (accountants, attorneys.) Assure prompt, accurate fulfillment of all client requests and inquiries. Understand fiduciary issues relevant to client relationships; partner with Strategic Advisory team to coordinate tax, estate planning, and fiduciary matters for clients. Coordinate gifting activities including processing cash and in-kind gifts; producing gift letters, Crummey notices. Understand the advisory fee calculation process and ensure fee arrangements are implemented correctly. Establish strong working relationships with Client Service team members as well as partners across the organization. Take initiative to develop junior team members. Contribute to ad-hoc projects and ongoing business improvement efforts as needed.

Requirements

Bachelor’s degree required; 5+ years of relevant experience in a client-facing role
Proven ability to build rapport and foster trust with clients and their outside advisors
Ability to multi-task and adapt to changing priorities to meet client demands
Demonstrates professional maturity and discretion in handling confidential and delicate client issues
Collaborative team-player; self-motivated with a strong work ethic
Highly organized work style; detail-oriented and accurate
Excellent communication skills, both verbal and written
Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
Ability to understand complex documentation related to account structures, trusts, etc.
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

Nice To Haves

Experience with trust administration and fiduciary functions is a plus
Ability to work in the New York office location

Responsibilities

Manage all aspects of client onboarding including custodian selection, documentation collection, account funding, online enrollment and implementing fee arrangements.
Build rapport with clients, as well as their outside advisors, (accountants, attorneys.)
Assure prompt, accurate fulfillment of all client requests and inquiries.
Understand fiduciary issues relevant to client relationships; partner with Strategic Advisory team to coordinate tax, estate planning, and fiduciary matters for clients.
Coordinate gifting activities including processing cash and in-kind gifts; producing gift letters, Crummey notices.
Understand the advisory fee calculation process and ensure fee arrangements are implemented correctly.
Establish strong working relationships with Client Service team members as well as partners across the organization.
Take initiative to develop junior team members.
Contribute to ad-hoc projects and ongoing business improvement efforts as needed.