Private Client Relationship 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 incentive

Financial wellness program

Fitness event fee reimbursement

Gym membership discounts

Colleague Assistance Program

Telemedicine Program

Adoption Benefits

Daycare late pick‑up fee reimbursement

Basic Life & Accidental Death Insurance

Voluntary Life & Accidental Death Insurance

Short Term Disability

Paid parental leave

Group Long Term Disability

Pet Insurance

401(k) with employer match

Job summary

Brown Advisory in Washington is seeking a Relationship Associate to provide exceptional client service and manage account activities. The ideal candidate will have a Bachelor's degree and at least 2 years of experience in the financial industry. Responsibilities include cash management, client onboarding, and document preparation.

This position comes with a competitive salary between $65,000 and $82,000, depending on experience, plus a range of comprehensive benefits.

Qualifications

• Bachelor's degree required.
• 2+ years financial industry or client service experience preferred.
• Experience with trust administration and/or client account documentation is a plus.

Responsibilities

• Serve as a critical team member in partnership with Client Service Advisors.
• Execute cash management activities including domestic and international fund transfers.
• Prepare investment-related documents for client signature.

Skills

Client Service

Analytical Skills

Organizational Skills

Microsoft Office Proficiency

Communication Skills

Education

Bachelor’s degree

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Company Overview

Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game‑changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client‑first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first‑class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 1,000 colleagues worldwide, all of whom are equity owners of the firm.

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 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.

Primary Duties and Responsibilities

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


• Partner 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 but not limited to 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 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 & 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


• Eager to contribute and learn, ask questions and provide solutions


• Ability to work in the Washington office location

Salary

Salary: $65–$82k. Commensurate with experience and location. Does not include bonus or long‑term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.

• Medical


• Dental


• Vision


• Wellness program participation incentive


• Financial wellness program


• Fitness event fee reimbursement


• Gym membership discounts


• Colleague Assistance Program


• Telemedicine Program (for those enrolled in Medical)


• Adoption Benefits


• Daycare late pick‑up fee reimbursement


• Basic Life & Amper; Accidental Death & Amper; Dismemberment Insurance


• Voluntary Life & Amper; Accidental Death & Amper; Dismemberment Insurance


• Short Term Disability


• Paid parental leave


• Group Long Term Disability


• Pet Insurance


• 401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.