Private Client Services Associate | Wealth Management

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

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.