Private Client Relationship Associate

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

Benefits offered by this job

Medical, Dental, and Vision coverage

Wellness program participation

401(k) with employer match

Job summary

Brown Advisory Incorporated in Washington D.C. is seeking a Relationship Associate to deliver highly customized and comprehensive service to clients. The role involves executing client requests and coordinating with various teams to manage client accounts effectively.

Ideal candidates should possess a Bachelor's degree, strong analytical and communication skills, and a minimum of 2 years' experience in client services within the financial sector. The salary ranges from $65,000 to $82,000, dependent on experience.

Qualifications

• Bachelor’s degree required.
• 2+ years of financial industry or client service experience preferred.
• Experience with trust administration a plus.

Responsibilities

• Serve as a critical team member in partnership with Client Service Advisors.
• Collaborate with internal stakeholders to provide day-to-day service to clients.
• Execute cash management activities including fund transfers and monitoring balances.

Skills

Client service experience

Analytical skills

Communication skills

Microsoft Office proficiency

Organizational skills

Education

Bachelor’s degree

Tools

CRM systems

Job description

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 a range of client requests while maintaining proactive account administration. The role follows firm best practices to ensure all client-related activity is completed promptly, accurately, and thoroughly. Additional responsibilities include workflow coordination with the broader client‑facing team related to clients’ investments, estate planning, and account administration.

Responsibilities

• Serve as a critical team member in partnership with Client Service Advisors and Senior Associates.
• Collaborate 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 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.

Qualifications

• Bachelor’s degree required.
• 2+ years of financial industry or client service experience preferred.
• Experience with trust administration and/or client account documentation a plus.
• Proficiency with Microsoft Office suite including Excel, Word, and PowerPoint.
• Strong quantitative, analytical, and interpersonal skills.
• Highly organized, detail‑oriented, and accurate work style.
• 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.
• Excellent communication skills, both verbal and written.
• Eager to contribute and learn, ask questions, and provide solutions.
• Ability to work in the Washington office location.

Salary

$65,000 – $82,000, commensurate with experience and location. Does not include bonus or long‑term incentive eligibility (if applicable).

Benefits

• Medical, Dental, and Vision coverage
• Wellness program participation incentive
• Financial wellness program
• Fitness event fee reimbursement and gym membership discounts
• Colleague Assistance Program and Telemedicine Program (for enrolled members)
• Adoption Benefits and 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) with 50% employer match up to IRS limit, 4‑year vesting

Brown Advisory is an Equal Employment Opportunity Employer.