Private Client Relationship Advisor
Brown Advisory(4 months ago)
About this role
Brown Advisory is an independent investment management and strategic advisory firm seeking a professional to provide client service for high‑net‑worth families and family offices. The role involves administering accounts, handling fiduciary matters, and coordinating with internal and external partners to deliver superior service.
Required Skills
- Client Service
- Account Administration
- Trust Management
- Fiduciary Knowledge
- Communication
- Meeting Coordination
- Relationship Management
- Cash Processing
- Reporting
- Analysis
+5 more
Qualifications
- Bachelor's Degree
About Brown Advisory
brownadvisory.comWe are an independent investment management and strategic advisory firm committed to first-class performance, advice and service.
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