The primary duties and responsibilities include but are not limited to:
Serve as a critical team member in partnership with Client Service Advisors and Senior Associates.
Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients.
Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed.
Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting.
Prepare investment-related documents for client signature, including investment management agreements, letters of authorization, and fee schedules.
Maintain CRM records for clients and prospects.
Complete ad hoc client-related projects as needed.
Qualifications
Bachelor’s degree required
2-5 years experience required; financial services industry preferred
Experience with trust administration and/or client account documentation a plus
Proficiency with M.S. Office suite including Excel, Word & PowerPoint
Strong quantitative, analytical, and interpersonal skills
Highly organized work style; detail-oriented and accurate
Ability to multi-task and adapt to changing priorities to meet client demands
Collaborative team-player; self-motivated with a strong work ethic
Demonstrates tact, discretion and good judgement in handling sensitive and confidential information
Exhibits excellent communication skills, both verbal and written
Eager to contribute and learn, ask questions and provide solutions
Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions.
Ability to work in the Charlottesville office location
Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).
Salary: $65-$82k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
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.
