- 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)
-
Private Client Relationship Associate
3 weeks ago
Brown Advisory Austin, United StatesCompany 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 ...
-
Registered Client Service Associate
4 days ago
Hilltop Securities Inc. Austin, United StatesJOB DESCRIPTION · Position can be based out of our Austin or San Antonio location. · HilltopSecurities is currently looking to hire a Registered Client Service Associate. Based on the candidate's location preference, this role can be performed at our Austin or San Antonio locatio ...
-
Director of Meetings
1 week ago
Home Builders Association of Greater Austin Austin, United StatesCompany Description · The Home Builders Association (HBA) of Greater Austin is a leading not-for-profit trade organization dedicated to residential construction and remodeling in Central Texas. Since 1953, the HBA has worked with government, public, business, and community organi ...
-
Procurement Analyst
3 weeks ago
TalentBurst, an Inc 5000 company Austin, United StatesQualifications: · • 7+ years of experience in Marketing Strategic Sourcing, Performance/Media Marketing, or within a Marketing Agency · • 5+ years leading the deployment and management of category plans or sourcing strategies specific to marketing categories · • In-depth understa ...
-
Full Time Branch Associate II
1 week ago
Greater Texas Credit Union Austin, United States Full timeJob Description · What we're looking for in a Branch Associate II: · Someone who demonstrates peer leadership skills and thrives in a collaborative team environment. · Commitment to delivering top-tier customer service and building strong relationships with members. · Excellent c ...
-
Associate Publisher
2 weeks ago
Modern Luxury Austin, United StatesAssociate Publisher Job Description · PURPOSE · At Modern Luxury, connection and community define who we are. Reaching an audience of more than 16 million, we are the nation's largest luxury media company offering leading brands access to the most affluent audiences in the most ...
-
Restaurant General Manager- Azul
1 week ago
White Lodging Austin, United StatesSummary: · White Lodging develops and operates a portfolio of award-winning, premium-brand hotels, rooftop bars and restaurants in some of the country's best cities to live. We know that the hospitality business, like life, is how you make people feel. That's where you come in. Y ...
-
Investment Banking Associate
3 days ago
pH Partners Austin, United StatespH Partners, a boutique investment bank based in Austin, TX, is currently seeking an experienced Associate to join their team. This is a great opportunity to join a team of highly seasoned professionals focused on providing M&A and Capital Markets Advisory services to companies a ...
-
Physical Therapist
1 week ago
CommUnityCare Health Centers Austin, United States Regular Full timeOverview · Pediatric Physical Therapist who evaluates and treats patients, birth through 21 years of age, in an outpatient nonprofit pediatric clinical setting, by provision of both in person and teletherapy services for a variety of motor deficits, neurodevelopmental delays, ne ...
-
Retail Salesperson
3 days ago
Garrett Leight California Optical Austin, United StatesThe Garrett Leight Optical Sales Associate, has the mission to create a culture of service and excellence. With a passion for people, you will be responsible for creating a welcoming environment by demonstrating the company's expectation as a GLCO Role Model. · Key Responsibiliti ...
-
Sales Manager
1 week ago
Advantage Solutions Austin, United StatesSales Manager · At our Company, we grow People, Brands, and Businesses We are seeking a dynamic Sales Manager to be responsible for the overall sales management of assigned market(s). The position is also responsible for achieving the market's Profit and Loss ("P&L") targets, gen ...
-
Physician - Family Medicine
3 weeks ago
CommUnityCare Health Centers Austin, United States Regular Full timeOverview · In collaboration with patients, families (as defined by the patient) and staff across all disciplines and departments is responsible for providing direct and appropriate clinical care and treatment to patients in the specialty area of Family Medicine. · Responsibiliti ...
-
Associate + Landscape Architect
1 week ago
DTJ DESIGN, Inc. Austin, United StatesDTJ DESIGN (DTJ), an award-winning international multi-discipline design firm, has an exciting opportunity for an Associate + Landscape Architect in our growing Austin Office With offices in Boulder, Colorado and Atlanta, Georgia as well as a fourth office in Denver, CO opening s ...
-
Territory Manager
2 weeks ago
Carrier Enterprise Austin, United States Full timeJob Description · Overview: · This person is responsible for residential sales across Austin and surrounding areas. · Will manage a CRM database (Salesforce exp is preferred). · Your goal is to maximize sales potential through developing and maintaining customer relationships. ...
-
Biomedical Technician I
3 weeks ago
TriMedx Austin, United States Full timeIf you are wondering what makes TRIMEDX different, it's that all of our associates share in a common purpose of serving clients, patients, communities, and each other with equal measures of care and performance. · Everyone is focused on serving the customer and we do that by col ...
-
DevOps Manager
3 weeks ago
Oscar Austin, United StatesBachelor's or Master's degree in Computer Science, Software Engineering (or a related field) or equivalent experience. · 8+ years as an individual contributor in software development and/or devops. · 4+ years leading a team. · Strong experience with Software Development Lifecycle ...
-
Email Marketing Manager
3 weeks ago
Texas Bankers Association Austin, United StatesWho is the Texas Bankers Association? · The Texas Bankers Association (TBA) is the largest and oldest state banking organization in the country. Founded in 1885, TBA has grown and evolved over the years in fulfilling its mission to provide world class advocacy, education and prod ...
-
Retail Associate
3 weeks ago
RESTART CBD + THC Austin, United StatesCompany Description · RESTART CBD & THC is a cannabis wellness brand based in Austin, Texas. Founded by three sisters, our mission is to destigmatize cannabis and provide relief from everyday ailments. We offer a comprehensive line of products with minimal ingredients and operate ...
-
UnderWriting Consultant
1 week ago
Experis Austin, United States Full timeJob Description: Senior Property/Casualty Commercial Underwriter · Role: Senior Property/Casualty Commercial Underwriter, ideally with public entity experience. · Job Location: Hybrid – 1-2 days in the office. · Direct Hire Salary: ~ $90,000+ (dependent on experience and skill). ...
-
Clinical Director
1 week ago
Compass Associates Austin, United StatesClinical Director - Behavioral Health · $80,000 - $110,000 + Bonus, 401(k), Healthcare Benefits, CE, Sick Days and More · Residential, Partial Hospitalization and Intensive Outpatient · Austin, TX · Overview · Compass Associates are proud to be searching on behalf of a respec ...
Private Client Senior Relationship Associate - Austin, United States - Brown Advisory
![Default job background](https://contents.bebee.com/public/img/bg-user-ex-1.jpg)
Description
Company OverviewEvery 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 SummaryPrivate 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 Private Client Relationship Advisors, 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 Private Client Relationship Advisors, 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 a plus
Ability to work in our Austin office location
Benefits
At Brown Advisory we offer a competitive compensation package, including full benefits.
#J-18808-Ljbffr