Private Client Relationship Associate

About the Role

The Private Client Relationship Associate will execute on a range of client requests while maintaining proactive account administration. This role follows the firm’s best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Responsibilities include workflow coordination with the broader client-facing team related to clients’ investments, estate planning, and account administration.

Key Responsibilities

• 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 domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues.
• 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.

Requirements & Tech Stack

• Proficiency with M.S. Office suite including Excel, Word, & PowerPoint.
• Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency.

Qualifications

• Bachelor’s degree required.
• 1+ years financial industry or client service experience preferred.
• Experience with trust administration and/or client account documentation is a plus.
• 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 judgment in handling sensitive and confidential information.
• Exhibits excellent communication skills, both verbal and written.
• Eager to contribute and learn, ask questions and provide solutions.
• Ability to work in the Baltimore office location.
• Authorized to work in the United States without the need for current or future employer-sponsored work authorization.