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

Vision

Wellness program participation Incent

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 & Accident Insurance

Voluntary Life & Accident Insurance

Short Term Disability

Paid parental leave

Group Long Term Disability

Pet Insurance

401(k)

Employer match program

Job summary

Brown Advisory in Washington, DC seeks a Relationship Associate to deliver highly personalized client service and support. You will coordinate with operations, portfolio management, and compliance to ensure prompt account administration and accurate reporting.

You will assist with cash transfers, onboarding, documentation, and reporting, while maintaining CRM records and seeking efficiency improvements with new tools and AI-enabled solutions.

Qualifications

• Bachelor’s degree required.
• 1+ years financial industry or client service experience preferred.
• Proficiency with MS Office (Excel, Word, PowerPoint).
• Strong quantitative, analytical and interpersonal skills.
• Highly organized, detail-oriented and accurate.
• Able to multi-task and adapt to changing priorities.
• Collaborative team-player; self-motivated with good work ethic.
• Discretion and good judgment with confidential information.
• Experience working with CRM systems and internal controls useful.
• Ability to work in the Washington office; authorized to work in the U.S.

Responsibilities

• Serve as a key team member with Client Service Advisors and Senior Associates.
• Coordinate workflow with Operations, Private Equity, Portfolio Management, Strategic Advisory and Compliance.
• Execute cash management activities including transfers and recurring payments.
• Onboard new accounts, transfer assets, enroll online, deliver documents and reports.
• Prepare investment-related documents for client signatures and fee schedules.
• Maintain CRM records for clients and prospects.
• Complete ad hoc client-related projects and pursue process improvements.

Skills

MS Office proficiency

Analytical skills

Interpersonal skills

Organizational skills

Multitasking ability

Discretion and judgment

Education

Bachelor’s degree

Tools

MS Excel

MS Word

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. 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

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 & Accident Death & Dismemberment Insurance
• Voluntary Life & Accident 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)

Equal Employment Opportunity Declaration

Brown Advisory is an Equal Employment Opportunity Employer.

Company Statement

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.