Private Client Relationship Advisor
Brown Advisory(5 months ago)
About this role
The role leads client onboarding and fiduciary services for a diverse set of investors, families and nonprofits, ensuring seamless account setup and fee implementation. It also builds and maintains relationships with clients and their advisors, oversees junior staff, and contributes to process improvements across the firm.
Required Skills
- Onboarding
- Fiduciary
- Relationship Management
- Leadership
- Process Improvement
- Communication
- Compliance
- Project Management
Qualifications
- Bachelor's Degree
- Certified Financial Planner (CFP) Course
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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