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

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

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.

The primary duties and responsibilities include but are not limited to

• 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.
• Demonstrates curiosity and a continuous improvement mindset by identifying opportunities to enhance processes, improve efficiency, and thoughtfully leverage new technologies and tools, including AI-enabled productivity solutions.

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 M.S. 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

Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship).

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

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 & Accidental Death & Dismemberment Insurance
• Voluntary Life & Accidental Death & 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.