Private Client Relationship Associate — Client Onboarding & Service

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

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.