Private Client Experience Associate

Brown Advisory; Washington (District of Columbia); On-site; USD 65,000 - 82,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program participation

Financial wellness program

Gym membership discounts

Colleague Assistance Program

Telemedicine Program

Adoption Benefits

Daycare late pick-up fee reimbursement

Insurance - Life & AD&D

Voluntary Life & AD&D

Short Term Disability

Paid parental leave

Group Long Term Disability

Pet Insurance

401(k)

Job summary

Brown Advisory in Washington, DC seeks a Relationship Associate to join the Private Client Service team, delivering tailored client service and managing account administration. You will collaborate with Client Service Advisors, Portfolio Management, and Compliance to support client needs with accuracy and timeliness.

Responsibilities include onboarding new clients, processing transfers, preparing investment documents, maintaining CRM records, and executing reporting.

Qualifications

• Bachelor’s degree required.
• 1+ years financial industry or client service experience preferred.
• Experience with trust administration and/or client account documentation a plus.
• Proficiency with MS Office suite including Excel, Word & PowerPoint.
• Strong quantitative, analytical, and interpersonal skills.
• Highly organized, 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 confidential information.
• Exhibits excellent communication skills, both verbal and written.
• Ability to work in the Washington office location.

Responsibilities

• Serve as a critical team member in partnership with Client Service Advisors and Senior Associates.
• Partner with internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide day-to-day service to clients.
• Execute cash management activities including domestic and international fund transfers and recurring payments.
• Proactively perform client account activities such as onboarding, asset transfers, online enrollment, document delivery, and reporting.
• Prepare investment-related documents for client signature and fee schedules.
• Maintain CRM records for clients and prospects.
• Complete ad hoc client-related projects.
• Identify opportunities to enhance processes and leverage new technologies, including AI-enabled productivity solutions.

Skills

Client service

MS Office

Communication skills

Organizational skills

Collaboration

Education

Bachelor’s degree

Tools

CRM software

Excel

Job description

Brown Advisory in Washington, DC seeks a Relationship Associate to join the Private Client Service team, delivering tailored client service and managing account administration. You will collaborate with Client Service Advisors, Portfolio Management, and Compliance to support client needs with accuracy and timeliness.

Responsibilities include onboarding new clients, processing transfers, preparing investment documents, maintaining CRM records, and executing reporting.