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 managing client requests and account administration to ensure high-quality, customized service.
Responsibilities and impact
The role involves partnering with internal teams, managing cash activities, onboarding new accounts, preparing investment documents, maintaining CRM records, and handling ad hoc client projects to support client satisfaction and operational efficiency.
Compensation and benefits
The position offers a competitive compensation package including medical, dental, vision insurance, wellness programs, gym discounts, adoption benefits, parental leave, life and disability insurance, pet insurance, and a 401(k) plan with employer match and vesting.
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, organization, multitasking, discretion, and communication.
Work environment and culture
Brown Advisory emphasizes a client-first culture with a collaborative and innovative environment focused on high standards and equity ownership among employees.
Company information
Brown Advisory is an independent investment management and strategic advisory firm serving diverse clients globally with over 900 equity-owning employees across multiple international offices.
Team overview
The associate will join the Private Client Service team working closely with Client Service Advisors, Senior Associates, and other internal stakeholders to deliver comprehensive client service.
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 stands out by offering comprehensive client service responsibilities including cross-department collaboration and handling complex client account activities 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
Position your resume to highlight your experience in client service, account administration, and collaboration with cross-functional teams, emphasizing your ability to manage cash activities and client onboarding processes.
Focus on showcasing your proficiency with Microsoft Office, particularly Excel, Word, and PowerPoint, as well as your quantitative and analytical skills, attention to detail, and ability to handle sensitive information with discretion.
Apply through multiple channels including Brown Advisory’s official corporate career site and LinkedIn to maximize your application’s visibility and ensure you don’t miss any available openings for this position.
Connect with current employees in Brown Advisory’s Private Client Service or related divisions on LinkedIn; use ice breakers such as commenting on recent company initiatives, asking about team culture, or expressing your enthusiasm for Brown Advisory’s client-first approach.
Optimize your resume for ATS by incorporating keywords from the job description like 'client account administration,' 'cash management,' 'CRM records,' 'investment management agreements,' and 'collaborative team-player' to pass automated screenings effectively.
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