Relationship Associate, Alternatives
Brown Advisory(13 days ago)
About this role
Brown Advisory is seeking a Relationship Associate to provide comprehensive client service and support for high net worth individuals, family offices, and institutions. The role involves managing client requests, performance reporting, and supporting investment operations across various assets. The position requires strong organizational skills, communication abilities, and proficiency with financial and reporting systems.
Required Skills
- Excel
- Word
- PowerPoint
- Client Service
- Investment Reporting
- Cash Management
- Account Maintenance
- Adobe Acrobat
- DocuSign
- Addepar
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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