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Realized Holdings Inc
Austin
Job Description Job Description The Private Client Associate acts as a client advocate and brand ambassador to ensure the client experience is well supported and in line with firm and client expectations. At the beginning of the sales process, this role will work directly with clients to facilitate the closing of their transactions. Upon client c
Job Source: Realized Holdings IncOrigis Energy
Austin, TX, United States
Origis Energy is accelerating the transition to a carbon-free future by Reimagining Zero SM . As one of America’s leading renewable energy and decarbonization solution platforms, the company continues to expand and reimagine its contribution to the world’s net-zero goals. Origis Energy puts customers first to deploy a wide range of sustainable solu
Job Source: Origis EnergySpectrum
Austin, TX, United States
Do you want to build B2B relationships and upsell services to existing clients while earning back former clients? You can do that. Ready to outline beneficial combinations of technology products to meet client needs? As an Enterprise Account Manager at Spectrum Enterprise, you can do that. Spectrum Enterprise provides modern enterprise technology s
Job Source: SpectrumAustin Energy
Austin
Position Information Posting Title Temporary - Client Relationship Analyst Job Requisition Number AE503668 Position Number T55505 Job Type Full-Time Division Name Austin Energy Minimum Qualifications Graduation with a Bachelor’s degree from an accredited college or university with major coursework in a field related to the job, plus three (3) years
Job Source: Austin EnergyAustin Energy
Austin, TX, United States
Position Information Posting Title Temporary - Client Relationship Analyst Job Requisition Number AE503668 Position Number T55505 Job Type Full-Time Division Name Austin Energy Minimum Qualifications Graduation with a Bachelor’s degree from an accredited college or university with major coursework in a field related to the job, plus three (3
Job Source: Austin EnergyCity of Austin
Austin, TX, United States
Minimum Qualifications Graduation with a Bachelor's degree from an accredited college or university with major coursework in a field related to the job, plus three (3) years related experience. Experience may substitute for education up to a maximum of four (4) years. Licenses and Certifications Required: May be required to obtain a Smith Driver
Job Source: City of AustinGrameen America Inc.
Austin, TX, United States
Job Description Job Description Salary: $17.36 per hour Location: Austin, Tx About Us Grameen America, Inc. (GAI) is a nonprofit microfinance organization founded by 2008 Nobel Peace Prize recipient Muhammad Yunus. The fastest growing nonprofit microfinance organization in the U.S., Grameen America has provided over $2 billion in small business
Job Source: Grameen America Inc.Grameen America Inc.
Austin
Job Description Job Description Salary: $17.36 per hour Location: Austin, Tx About Us Grameen America, Inc. (GAI) is a nonprofit microfinance organization founded by 2008 Nobel Peace Prize recipient Muhammad Yunus. The fastest growing nonprofit microfinance organization in the U.S., Grameen America has provided over $2 billion in small business
Job Source: Grameen America Inc.Austin, TX, 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 delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client-facing team related to clients' investments, estate planning, and account administration.
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.
Qualification s: Bachelor's required; degree in Finance or Business preferred
2+ years financial industry or client service experience 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
Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
Exhibits excellent communication skills, both verbal and written
Eager to contribute and learn, ask questions and provide solutions
Ability to work in the Austin 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.
Private Client Relationship Associate jobs in Austin, TX, United States
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