Private Client Services Associate — Growth & Impact

brownadvisory; Baltimore (MD); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Wellness program participation

Financial wellness program

Gym membership discounts

Colleague Assistance Program

Telemedicine Program

401(k) employer match

Job summary

Brown Advisory, an independent investment management and strategic advisory firm, seeks a Relationship Associate for the Private Client Service team in Baltimore. You will support client requests, manage account administration, and coordinate workflow with Advisors and Senior Associates to ensure timely, accurate service.

Responsibilities include onboarding, reporting, and preparing documents while maintaining CRM records and collaborating with Compliance and Portfolio Management.

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 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.
• Discretion handling sensitive information with tact and judgement.
• Ability to work in the Baltimore 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 for day-to-day client service.
• Execute cash management activities including transfers, balance monitoring, recurring payments, and issue resolution.
• Proactively perform client account activities: onboarding, asset transfers, online enrollment, document delivery, reporting.
• Prepare investment-related documents for client signature, including management agreements and fee schedules.
• Maintain CRM records for clients and prospects.
• Complete ad hoc client-related projects as needed.

Skills

Interpersonal skills

Analytical thinking

Organizational skills

Multi-tasking

Education

Bachelor's degree

Tools

Excel

Word

PowerPoint

Job description

Brown Advisory, an independent investment management and strategic advisory firm, seeks a Relationship Associate for the Private Client Service team in Baltimore. You will support client requests, manage account administration, and coordinate workflow with Advisors and Senior Associates to ensure timely, accurate service.

Responsibilities include onboarding, reporting, and preparing documents while maintaining CRM records and collaborating with Compliance and Portfolio Management.