Private Client Relationship Associate
Brown Advisory, Washington, District of Columbia, us, 20022
Company Overview
Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. But the truly inspiring firms – the game‑changers, the industry leaders and the disruptors – have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client‑first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first‑class performance, strategic advice and the highest level of client service. The firm’s clients—including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries—are served by over 950 colleagues worldwide, all of whom are equity owners of the firm.
Locations: Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C.
Position Summary Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm’s best practices to ensure that all client‑related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client‑facing team related to clients’ investments, estate planning, and account administration.
Primary Duties and Responsibilities
Serve as a critical team member in partnership with Client Service Advisors and Senior Associates.
Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day‑to‑day service to clients.
Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed.
Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting.
Prepare investment‑related documents for client signature, including investment management agreements, letters of authorization, and fee schedules.
Maintain CRM records for clients and prospects.
Complete ad‑hoc client‑related projects as needed.
Qualifications
Bachelor’s degree required.
2–5 years experience preferred; financial services industry preferred.
Experience with trust administration and/or client account documentation a plus.
Proficiency with Microsoft 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.
Demonstrates tact, discretion and good judgment 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.
Ability to work in the Washington office location.
Applicants must be authorized to work in the United States without the need for current or future employer‑sponsored work authorization (e.g., H‑1B, O‑1, F‑1 (OPT), TN, or any other non‑immigrant visa classifications that require employer support or sponsorship).
DC Salary: $65–$82k. Commensurate with experience and location. Does not include bonus or long‑term incentive eligibility (if applicable). NY Salary: $71–$90k. Commensurate with experience and location. Does not include bonus or long‑term incentive eligibility (if applicable).
Benefits
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
Gym membership discounts
Colleague Assistance Program
Telemedicine Program (for those enrolled in Medical)
Adoption Benefits
Daycare late pick‑up fee reimbursement
Basic Life & Accidental Death & Dismemberment Insurance
Voluntary Life & Accidental Death & Dismemberment Insurance
Short Term Disability
Paid parental leave
Group Long Term Disability
Pet Insurance
401(k) (50% employer match up to IRS limit, 4‑year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
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Locations: Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C.
Position Summary Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm’s best practices to ensure that all client‑related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client‑facing team related to clients’ investments, estate planning, and account administration.
Primary Duties and Responsibilities
Serve as a critical team member in partnership with Client Service Advisors and Senior Associates.
Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day‑to‑day service to clients.
Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed.
Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting.
Prepare investment‑related documents for client signature, including investment management agreements, letters of authorization, and fee schedules.
Maintain CRM records for clients and prospects.
Complete ad‑hoc client‑related projects as needed.
Qualifications
Bachelor’s degree required.
2–5 years experience preferred; financial services industry preferred.
Experience with trust administration and/or client account documentation a plus.
Proficiency with Microsoft 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.
Demonstrates tact, discretion and good judgment 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.
Ability to work in the Washington office location.
Applicants must be authorized to work in the United States without the need for current or future employer‑sponsored work authorization (e.g., H‑1B, O‑1, F‑1 (OPT), TN, or any other non‑immigrant visa classifications that require employer support or sponsorship).
DC Salary: $65–$82k. Commensurate with experience and location. Does not include bonus or long‑term incentive eligibility (if applicable). NY Salary: $71–$90k. Commensurate with experience and location. Does not include bonus or long‑term incentive eligibility (if applicable).
Benefits
Medical
Dental
Vision
Wellness program participation incentive
Financial wellness program
Fitness event fee reimbursement
Gym membership discounts
Colleague Assistance Program
Telemedicine Program (for those enrolled in Medical)
Adoption Benefits
Daycare late pick‑up fee reimbursement
Basic Life & Accidental Death & Dismemberment Insurance
Voluntary Life & Accidental Death & Dismemberment Insurance
Short Term Disability
Paid parental leave
Group Long Term Disability
Pet Insurance
401(k) (50% employer match up to IRS limit, 4‑year vesting)
Brown Advisory is an Equal Employment Opportunity Employer.
#J-18808-Ljbffr