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 1,000 colleagues worldwide, all of whom are equity owners of the firm.
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.
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
- 1+ years financial industry or client service experience preferred
- Experience with trust administration and/or client account documentation a plus
- Proficiency with M.S. 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 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 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).
MD Salary: The anticipated base salary range for this position is $60,000–$75,000 annually. Actual compensation will be determined based on experience, qualifications, skills, location, and other job-related factors. This position is also eligible for a discretionary performance bonus plus additional discretionary long-term incentive compensation.
Benefits
At Brown Advisory we offer a competitive compensation package, including full 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.
Skills Required
- Bachelor's degree
- 1+ years of financial industry or client service experience
- Experience with trust administration and/or client account documentation
- Proficiency with Microsoft Office, including Excel, Word, and PowerPoint
- Strong quantitative, analytical, and interpersonal skills
- Highly organized, detail-oriented, and accurate work style
- Ability to multitask and adapt to changing priorities
- Collaborative, self-motivated, and strong work ethic
- Tact, discretion, and good judgment when handling confidential information
- Ability to leverage systems and processes accurately and efficiently
- Excellent verbal and written communication skills
- Ability to work in the Baltimore office
Brown Advisory Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Brown Advisory and has not been reviewed or approved by Brown Advisory.
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Retirement Support — Retirement matching of 50% up to the IRS limit with four-year vesting is highlighted, indicating a strong savings benefit. This structure signals meaningful long-term support for employees’ financial security.
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Parental & Family Support — Benefits include paid parental leave, adoption assistance, and childcare-related reimbursements, pointing to comprehensive family support. These resources extend support beyond basic medical coverage.
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Equity Value & Accessibility — All full-time colleagues are described as equity owners, offering a potential long-term incentive alongside salary and bonus. While specific terms should be confirmed, the ownership model adds to total compensation.
Brown Advisory Insights
What We Do
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 with offices in Austin, Baltimore, Boston, the Carolinas, Delaware, Frankfurt, London, New York, San Francisco, Singapore, Virginia and Washington, D.C. The firm’s institutional and private clients are based in 50 states and more than 42 countries and territories and are served by over 800 colleagues worldwide, all of whom are equity owners of the firm. Mutual Fund Website: https://www.brownadvisory.com/mf Social Media Disclosures: https://www.brownadvisory.com/us/social-media-disclosures
