Job summary
Job post source
This job is directly from Brown Advisory
Job overview
The Private Client Relationship Associate at Brown Advisory supports client service by executing client requests and managing account administration to ensure high-quality client experiences.
Responsibilities and impact
The role involves partnering with internal teams to provide client service, managing cash activities, onboarding accounts, preparing investment documents, maintaining CRM records, and completing client-related projects.
Compensation and benefits
The position offers a competitive compensation package including medical, dental, vision, wellness incentives, financial wellness programs, gym discounts, adoption benefits, insurance options, paid parental leave, and a 401(k) with employer match.
Experience and skills
Candidates need a bachelor's degree and 1-3 years of experience, preferably in financial services, with skills in trust administration, MS Office proficiency, strong analytical and interpersonal skills, and the ability to handle sensitive information.
Work environment and culture
Brown Advisory fosters a client-first culture emphasizing innovation, collaboration, discretion, and a strong work ethic within a supportive team environment.
Company information
Brown Advisory is an independent investment management and strategic advisory firm with over 900 equity-owning colleagues worldwide serving diverse clients including individuals and institutions.
Team overview
The associate will join the Private Client Service team working closely with Client Service Advisors, Senior Associates, and internal stakeholders across multiple departments.
Job location and travel
The position is based in either the Raleigh or Charlotte office with an expectation to work onsite at one of these locations.
Unique job features
The role offers exposure to comprehensive client service activities including cash management, estate planning support, and cross-departmental collaboration in a prestigious investment management firm.
Company overview
Brown Advisory is an independent investment management firm that provides financial advisory services to individuals, families, and institutions. They generate revenue through asset management fees, financial planning, and advisory services. Founded in 1993, the company has a rich history of growth and client-focused service, with a commitment to sustainability and responsible investing. Their approach combines rigorous research and a personalized touch to deliver tailored investment solutions.
How to land this job
Tailor your resume to emphasize your experience in client service, account administration, and collaboration with cross-functional teams, highlighting your ability to manage complex client requests and maintain accuracy under pressure.
Highlight proficiency in cash management activities, document preparation, CRM systems, and strong communication skills, as these are key components of the Private Client Relationship Associate role at Brown Advisory.
Apply through multiple platforms including Brown Advisory’s official careers page and LinkedIn to maximize your application’s visibility and ensure it reaches the right recruiters.
Connect with current employees in the Private Client Service or related teams at Brown Advisory on LinkedIn, using ice breakers such as commenting on recent firm initiatives, asking about their experience working with clients, or expressing enthusiasm about Brown Advisory’s client-first culture.
Optimize your resume for ATS by incorporating specific keywords from the job description like 'client service,' 'account administration,' 'cash management,' 'CRM,' and 'collaborative team player' to improve your chances of passing automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailored applications across multiple platforms and identify LinkedIn contacts for networking, saving you time and increasing your chances of landing the job.
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