Hiring: Private Client Relationship Associate Company: Brown Advisory Location: Washington, DC Job Posted Time: 2026-09-03 07:39:39 Target Skills & Keywords : Compliance About the job Experience: •1+ years financial industry or client service experience preferred •4 year vesting) Required Skills: •The primary duties and responsibilities include but are not limited to: •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 •Proficiency with M.S. Office suite including Excel, Word & PowerPoint •Strong quantitative, analytical, and interpersonal skills •Highly organized work style; detail-oriented and accurate •Demonstrated capacity 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 Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!