Private Client Relationship Specialist

brownadvisory; 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

Basic Life & Accidental Death & Dismbr

Job summary

Brown Advisory is seeking a Relationship Associate to deliver highly customized client service within Private Client Service. You will work alongside Client Service Advisors and senior staff to handle onboarding, asset transfers, reporting, and documentation while maintaining accurate CRM records.

The role requires a Bachelor's degree and 1+ years in financial services or client support, with strong MS Office skills and a disciplined, detail‑oriented approach.

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 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.

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 fund transfers, monitoring client cash balances, recurring payments, and issue resolution.
• Proactively perform client account activities, such as onboarding, asset transfers, enrollment, document delivery, and reporting.
• Prepare investment-related documents for client signatures (management agreements, letters of authorization, 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 optimizing processes and leveraging new technologies.

Skills

Client service

Attention to detail

Communication skills

Multitasking

Analytical skills

Team player

Discretion

MS Office proficiency

Education

Bachelor's degree

Tools

Excel

Word

PowerPoint

Job description

Brown Advisory is seeking a Relationship Associate to deliver highly customized client service within Private Client Service. You will work alongside Client Service Advisors and senior staff to handle onboarding, asset transfers, reporting, and documentation while maintaining accurate CRM records.

The role requires a Bachelor's degree and 1+ years in financial services or client support, with strong MS Office skills and a disciplined, detail‑oriented approach.