Private Client Relationship Associate
Brown Advisory(1 month ago)
About this role
The Relationship Associate is a member of Brown Advisory’s Private Client Service team supporting clients within the firm’s client-first investment management and strategic advisory business. The role contributes to ensuring high-quality client experience through coordination with internal teams and adherence to firm processes to support client accounts and services.
Required Skills
- Client Service
- Account Administration
- Cash Management
- Onboarding
- Documentation
- CRM
- Excel
- Communication
- Trust Administration
- Compliance
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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