Wealth Client Services Associate – Onboarding & Administration

Brown Advisory Incorporated; Washington (District of Columbia); On-site; USD 65,000 - 82,000; Full time

Benefits offered by this job

Medical, Dental, and Vision coverage

Wellness program participation

401(k) with employer match

Job summary

Brown Advisory Incorporated in Washington D.C. is seeking a Relationship Associate to deliver highly customized and comprehensive service to clients. The role involves executing client requests and coordinating with various teams to manage client accounts effectively.

Ideal candidates should possess a Bachelor's degree, strong analytical and communication skills, and a minimum of 2 years' experience in client services within the financial sector. The salary ranges from $65,000 to $82,000, dependent on experience.

Qualifications

• Bachelor’s degree required.
• 2+ years of financial industry or client service experience preferred.
• Experience with trust administration a plus.

Responsibilities

• Serve as a critical team member in partnership with Client Service Advisors.
• Collaborate with internal stakeholders to provide day-to-day service to clients.
• Execute cash management activities including fund transfers and monitoring balances.

Skills

Client service experience

Analytical skills

Communication skills

Microsoft Office proficiency

Organizational skills

Education

Bachelor’s degree

Tools

CRM systems

Job description

Brown Advisory Incorporated in Washington D.C. is seeking a Relationship Associate to deliver highly customized and comprehensive service to clients. The role involves executing client requests and coordinating with various teams to manage client accounts effectively.

Ideal candidates should possess a Bachelor's degree, strong analytical and communication skills, and a minimum of 2 years' experience in client services within the financial sector. The salary ranges from $65,000 to $82,000, dependent on experience.