Private Client Relationship Associate

Company Overview Every firm has a culture – the values, beliefs, methodology, attitudes and standards that reflect an organization’s DNA. At Brown Advisory, we aim to be an industry leader with a client‑first culture that propels us to innovate and stand out. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering first‑class performance, strategic advice and the highest level of client service. Our clients include individuals, families, family offices, endowments, foundations, charities, institutions, consultants and financial intermediaries. We serve them with over 950 equity‑owned colleagues worldwide. 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 team member, the Relationship Associate will execute a range of client requests and maintain proactive account administration. The role follows the firm’s best practices to complete all client‑related activity promptly, accurately and thoroughly. 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 domestic and international fund transfers, monitor client cash balances, establish recurring payments and resolve 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+ years of financial industry or client service experience preferred. Experience with trust administration and/or client account documentation a plus. Proficiency with Microsoft Office suite including Excel, Word and 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 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. Ability to work in the Baltimore office location. Applicants must be authorized to work in the United States without 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). Salary $65,000 – $85,000 per year, 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. Seniority level: Associate Employment type: Full‑time Job function: Finance and Sales #J-18808-Ljbffr