Jobs in Baltimore, MD

About the role

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.

What you'll bring

• Bachelor’s degree required
• 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

Benefits