Private Client Senior Relationship Associate
Brown Advisory(6 months ago)
About this role
The Senior Relationship Associate at Brown Advisory works within Private Client Service to deliver customized investment, trust, and planning solutions for high‑net‑worth clients. The role collaborates with relationship advisors, portfolio managers, and strategic advisors to manage client onboarding, address inquiries, and coordinate fiduciary and gifting activities.
Required Skills
- Client Onboarding
- Relationship Management
- Fiduciary Coordination
- Gift Processing
- Fee Management
- Team Collaboration
- Project Management
- Communication
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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