Client Services Associate

The Company

At Brown Miller we strive to profoundly enrich the lives of our clients through the power of compounding capital and a well-designed wealth management plan. We operate under the values of excellence, integrity, respect, ownership, and teamwork.

Located in the Washington DC area, we service high-net-worth individuals, families, businesses, endowments, and foundations who are looking for highly customized and personalized wealth management solutions. We are a fee-only, independent, and privately-owned registered investment adviser firm, so we arent beholden to a parent company and its beliefs/values. We are also fiduciaries who are ethically and legally bound to work in our clients best interests. Our level of personalized financial advice is what sets us apart from other firms. We take our fiduciary responsibility seriously and provide intentional care while establishing a friendly connection between you and our team. Our optimized financial plans help you attain your financial goals and dreams.

The Position:

The Client Service Associate positively impacts and works in direct collaboration with the firms Financial Advisor(s) and peers. By providing genuine and extraordinary client service to current and prospective clients, the Client Service Associate represents the vision and mission of Brown Miller Wealth Management, LLC. It is the Client Service Associates responsibility to ensure an exceptional client service experience.

Responsibilities:

• Client Service Administration
• Focuses on complex and multi-step client account updates and asset movements, including new household relationships, trust management, account transfers, and deceased processing.
• Prepares, sends, and processes account documents.
• Prepares and builds client-ready MoneyGuide Pro financial plans for Financial Advisors.
• Enters securities trades and processes order corrections.
• Assists with active communication with clients and reaches out to correct any items needed.
• Keeps clients aware of any longer-term project status.
• Client Experience
• Consistently delivers superior and proactive service. Actively responds to incoming emails, phone calls, and requests from clients. Creates and follows own action plans/tasks based on client needs and requests.
• All support staff backs up to Client Service Coordinator as needed to ensure clients are greeted warmly and offered a refreshment. Ensure meeting space is prepped/ cleared as needed.
• Investment Management Administration
• Assists with updates, maintenance, and tracking or proprietary asset allocation models and strategies.
• Implements investment strategies and processing through Fusion trading and portfolio management platform.

The Essential Duties and Responsibilities listed are not all inclusive; other duties as assigned will apply.

Qualifications:

• College level coursework is required (Bachelors Degree preferred) in conjunction with a financial industry professional license/ designations: Series 7 & 66, 65, Investment Advisor Representative, CFP or CFA.
• Two plus years of investment/financial industry experience working in client services.
• A professional with proven time-management and organizational skills, who can anticipate key issues, think critically, and formulate an action plan to deliver a desired outcome.
• Self- motivated with a drive towards service and operation excellence; displays a positive attitude through all client and internal interactions.
• Possesses a genuine interest in serving and caring for clients and enjoys working with other professionals in a supportive team environment.
• Takes ownership and responsibility around Brown Millers client service mission and
• contributes wherever needed.
• Excellent oral, written, and interpersonal communication skills; well-spoken both on the
• phone and in person.
• Professional demeanor, a pleasant personality, open minded, and patient.
• Advanced computer skills including MS Office Suite required.

Salary + Benefits:

• Salary: $108k - $132k (inclusive of base + plus short- and long-term incentive compensation)
• Medical, dental and vision insurance
• Long-term Disability Insurance
• Safe Harbor 401(k) - Brown Miller WM will match 100% of what employees contribute, up to 4%.
• PTO
• Paid Holidays

Location:

• McLean, Virginia