Private Client Experience Associate

Brown Advisory Incorporated; Charlottesville (VA); On-site; USD 65,000 - 82,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program

401(k) match

Job summary

Brown Advisory in Charlottesville seeks a Relationship Associate to deliver highly customized client service and support the broader client-facing team.

You will execute on client requests, assist with account administration, and coordinate workflows across Operations, Private Equity, Portfolio Management, and Compliance. A Bachelor’s degree and 2–5 years in financial services are required.

Qualifications

• Bachelor’s degree required; 2–5 years experience in financial services preferred.
• Experience with trust administration and/or client account documentation a plus.
• Proficiency with MS Office suite including Excel, Word & PowerPoint.

Responsibilities

• Serve as a key member of the client service team supporting Advisors and Senior Associates.
• Coordinate workflow with Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance.
• Handle cash management tasks including domestic and international transfers, monitoring client balances, and recurring payments.

Skills

MS Office

Excel

Word

PowerPoint

Education

Bachelor’s degree

Job description

Brown Advisory in Charlottesville seeks a Relationship Associate to deliver highly customized client service and support the broader client-facing team.

You will execute on client requests, assist with account administration, and coordinate workflows across Operations, Private Equity, Portfolio Management, and Compliance. A Bachelor’s degree and 2–5 years in financial services are required.