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Brown Advisory
Baltimore, MD, United States
Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms.
Job Source: Brown AdvisoryBrown Advisory
Baltimore, MD, United States
Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms.
Job Source: Brown AdvisoryBrown Advisory
Baltimore, MD, United States
Company Overview Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms.
Job Source: Brown AdvisoryCitizens
Glen Burnie, MD, United States
Description At Citizens, tailored advice, personalized experiences, and innovative ideas, products, and solutions, are central to helping clients navigate changing circumstances. In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term fina
Job Source: CitizensStifel Financial
Baltimore, MD, United States
The Client Relationship Manager acts as a key point of contact and coordination between institutional retirement plan clients for PearlStreet Investment Management, in matters pertaining to the daily administration and fiduciary management of our client plans. The Client Relationship Manager is also responsible for the advice and education of plan
Job Source: Stifel FinancialT Rowe Price Group, Inc
Owings Mills, MD, United States
There is a place for you at T. Rowe Price to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement services that investors can rely on today and in the future. The work we do matters. We invite you to explore the opportunity to join us and grow you
Job Source: T Rowe Price Group, IncT. Rowe Price Group, Inc.
Owings Mills, MD, United States
The Retirement Plans Services (RPS) Senior Relationship Manager role is accountable for delivering proactive, consultative client service and strategic account management to a portfolio of defined contribution client relationships 401(k) Retirement P Client Relations, Relationship, Relationship Manager, Client Service, Business Services, Retirement
Job Source: T. Rowe Price Group, Inc.T. Rowe Price Group Inc.
Owings Mills, MD, United States
The Retirement Plans Services (RPS) Senior Relationship Manager role is accountable for delivering proactive, consultative client service and strategic account management to a portfolio of defined contribution client relationships 401(k) Retirement P Client Relations, Relationship, Relationship Manager, Client Service, Business Services, Retirement
Job Source: T. Rowe Price Group Inc.Baltimore, MD, United States
Company Overview
Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture.
Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service with offices in Austin, Baltimore, Boston, Delaware, Frankfurt, London, Nashville, New York, North Carolina, San Francisco, Singapore, Southern California, Tokyo, Virginia and Washington, D.C. The firm's institutional and private clients are based in 50 states and more than 44 countries and territories and are served by over 850 colleagues worldwide, all of whom are equity owners of the firm.
Position Summary
Private Client Service provides highly customized and comprehensive service and solutions to our clients. As a key member of this team the Senior Relationship Associate engages directly with clients to proactively address their needs and coordinate prompt, accurate and thorough resolution to their inquiries. In addition, the Senior Associate works closely with Portfolio Managers and Strategic Advisors to facilitate a broad range of investment, trust and planning activities for clients.
The primary duties and responsibilities include but are not limited to :
Work in close collaboration with Portfolio Management, Strategic Advisory and Operations teams to provide a high quality, well-integrated service experience to Brown Advisory clients. This includes:
Manage all aspects of client onboarding including custodian selection, documentation collection, account funding, online enrollment and implementing fee arrangements.
Build rapport with clients, as well as their outside advisors, (accountants, attorneys.) Assure prompt, accurate fulfillment of all client requests and inquiries.
Understand fiduciary issues relevant to client relationships; partner with Strategic Advisory team to coordinate tax, estate planning, and fiduciary matters for clients.
Coordinate gifting activities including processing cash and in-kind gifts; producing gift letters, Crummey notices.
Understand the advisory fee calculation process and ensure fee arrangements are implemented correctly.
Establish strong working relationships with Client Service team members as well as partners across the organization. Take initiative to develop junior team members.
Contribute to ad-hoc projects and ongoing business improvement efforts as needed.
Qualifications:
Bachelor's degree required; 5+ years of relevant experience in a client-facing role
Proven ability to build rapport and foster trust with clients and their outside advisors
Ability to multi-task and adapt to changing priorities to meet client demands
Demonstrates professional maturity and discretion in handling confidential and delicate client issues
Collaborative team-player; self-motivated with a strong work ethic
Highly organized work style; detail-oriented and accurate
Excellent communication skills, both verbal and written
Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
Ability to understand complex documentation related to account structures, trusts, etc.
Experience with trust administration and fiduciary functions is required
Ability to work in our Baltimore office location.
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
•Medical
•Dental
•Vision
•Wellness program participation incentive
•Financial wellness program
•Gym membership discounts
•Fitness event fee reimbursement
•Corporate gym membership discounts
•Colleague Assistance Program
•Telemedicine Program (for those enrolled in Medical)
•Adoption Benefits
•Daycare late pick-up fee reimbursement
•Basic Life & Accidental Death & Dismemberment Insurance
•Voluntary Life & Accidental Death & Dismemberment Insurance
•Short Term Disability
•Paid parental leave
•Group Long Term Disability
•Pet Insurance
•401(k) (50% employer match up to IRS limit, 4 year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
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Email Alert for Private Client Senior Relationship Associate jobs in Baltimore, MD, United States
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